BA
Bellwether Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7K | Hold |
1,019
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $72.3K | Hold |
1,019
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $71.7K | Buy |
+1,019
| New | +$71.7K | 0.01% | 201 |
|
|
2023
Q2 | – | Sell |
-410
| Closed | -$19.2K | – | 139 |
|
|
2023
Q1 | $19.2K | Hold |
410
| – | – | 0.01% | 245 |
|
|
2022
Q4 | $18.5K | Hold |
410
| – | – | 0.01% | 244 |
|
|
2022
Q3 | $17K | Hold |
410
| – | – | 0.01% | 225 |
|
|
2022
Q2 | $18K | Hold |
410
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $21K | Hold |
410
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $24K | Sell |
410
-410
| -50% | -$24K | 0.01% | 253 |
|
|
2021
Q3 | $57K | Sell |
820
-13,541
| -94% | -$941K | 0.02% | 201 |
|
|
2021
Q2 | $1.02M | Buy |
14,361
+13,336
| +1,301% | +$943K | 0.35% | 59 |
|
|
2021
Q1 | $74K | Buy |
1,025
+70
| +7% | +$5.05K | 0.03% | 148 |
|
|
2020
Q4 | $58K | Buy |
+955
| New | +$58K | 0.03% | 157 |
|