Bell & Brown Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $2.13M | Buy |
|
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|
2021
Q3 | $1.87M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $948K | Buy |
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|
2020
Q1 | $713K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.12M | Buy |
|
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $985K | Buy |
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|
2018
Q4 | $805K | Buy |
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|
2018
Q3 | $934K | Buy |
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|
2018
Q2 | $883K | Buy |
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|
2018
Q1 | $820K | Buy |
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|
2017
Q4 | $892K | Buy |
|