Bell Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Buy |
1,318
+98
| +8% | +$8.34K | 0.02% | 150 |
|
|
2025
Q1 | $86.6K | Buy |
1,220
+8
| +0.7% | +$568 | 0.02% | 156 |
|
|
2024
Q4 | $85.3K | Sell |
1,212
-205
| -14% | -$14.4K | 0.02% | 155 |
|
|
2024
Q3 | $88.7K | Buy |
1,417
+8
| +0.6% | +$501 | 0.02% | 157 |
|
|
2024
Q2 | $89.4K | Buy |
1,409
+134
| +11% | +$8.5K | 0.02% | 149 |
|
|
2024
Q1 | $80.6K | Buy |
1,275
+8
| +0.6% | +$506 | 0.02% | 158 |
|
|
2023
Q4 | $65.2K | Buy |
1,267
+579
| +84% | +$29.8K | 0.01% | 172 |
|
|
2023
Q3 | $28.3K | Sell |
688
-414
| -38% | -$17K | 0.01% | 249 |
|
|
2023
Q2 | $50.7K | Buy |
1,102
+368
| +50% | +$16.9K | 0.01% | 164 |
|
|
2023
Q1 | $34.4K | Buy |
734
+130
| +22% | +$6.1K | 0.01% | 211 |
|
|
2022
Q4 | $27.3K | Buy |
604
+253
| +72% | +$11.4K | 0.01% | 247 |
|
|
2022
Q3 | $15K | Sell |
351
-179
| -34% | -$7.65K | ﹤0.01% | 309 |
|
|
2022
Q2 | $24K | Buy |
+530
| New | +$24K | 0.01% | 232 |
|
|
2021
Q4 | $35K | Buy |
583
+214
| +58% | +$12.8K | 0.01% | 199 |
|
|
2021
Q3 | $26K | Buy |
+369
| New | +$26K | 0.01% | 231 |
|