BAM
Belpointe Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
36,358
+2,410
| +7% | +$205K | 0.13% | 139 |
|
|
2025
Q1 | $2.41M | Sell |
33,948
-841
| -2% | -$59.7K | 0.13% | 154 |
|
|
2024
Q4 | $2.18M | Sell |
34,789
-1,334
| -4% | -$83.6K | 0.13% | 157 |
|
|
2024
Q3 | $2.26M | Buy |
36,123
+2,081
| +6% | +$130K | 0.14% | 153 |
|
|
2024
Q2 | $2.16M | Buy |
34,042
+1,676
| +5% | +$106K | 0.15% | 131 |
|
|
2024
Q1 | $2.05M | Buy |
32,366
+1,688
| +6% | +$107K | 0.15% | 126 |
|
|
2023
Q4 | $1.58M | Buy |
30,678
+2,125
| +7% | +$109K | 0.14% | 148 |
|
|
2023
Q3 | $1.17M | Sell |
28,553
-55,382
| -66% | -$2.28M | 0.12% | 170 |
|
|
2023
Q2 | $1.17M | Sell |
83,935
-45,146
| -35% | -$631K | 0.12% | 157 |
|
|
2023
Q1 | $2.21M | Buy |
129,081
+85,502
| +196% | +$1.47M | 0.12% | 180 |
|
|
2022
Q4 | $1.59M | Buy |
43,579
+2,638
| +6% | +$96.3K | 0.1% | 212 |
|
|
2022
Q3 | $1.71M | Buy |
40,941
+5,602
| +16% | +$233K | 0.12% | 189 |
|
|
2022
Q2 | $1.63M | Buy |
35,339
+3,862
| +12% | +$178K | 0.11% | 201 |
|
|
2022
Q1 | $1.68M | Sell |
31,477
-3,161
| -9% | -$169K | 0.1% | 213 |
|
|
2021
Q4 | $2.09M | Sell |
34,638
-652
| -2% | -$39.4K | 0.13% | 155 |
|
|
2021
Q3 | $2.48M | Buy |
35,290
+5,230
| +17% | +$367K | 0.17% | 127 |
|
|
2021
Q2 | $2.13M | Sell |
30,060
-272
| -0.9% | -$19.2K | 0.15% | 143 |
|
|
2021
Q1 | $2.21M | Sell |
30,332
-24,423
| -45% | -$1.78M | 0.19% | 110 |
|
|
2020
Q4 | $3.38M | Buy |
54,755
+39,868
| +268% | +$2.46M | 0.3% | 66 |
|
|
2020
Q3 | $642K | Buy |
14,887
+359
| +2% | +$15.5K | 0.07% | 283 |
|
|
2020
Q2 | $742K | Buy |
14,528
+343
| +2% | +$17.5K | 0.1% | 219 |
|
|
2020
Q1 | $598K | Sell |
14,185
-616
| -4% | -$26K | 0.1% | 215 |
|
|
2019
Q4 | $1.18M | Buy |
14,801
+3,319
| +29% | +$265K | 0.15% | 151 |
|
|
2019
Q3 | $793K | Buy |
11,482
+2,946
| +35% | +$203K | 0.13% | 173 |
|
|
2019
Q2 | $598K | Buy |
8,536
+53
| +0.6% | +$3.71K | 0.12% | 187 |
|
|
2019
Q1 | $528K | Buy |
8,483
+161
| +2% | +$10K | 0.1% | 158 |
|
|
2018
Q4 | $433K | Sell |
8,322
-7,179
| -46% | -$374K | 0.11% | 201 |
|
|
2018
Q3 | $1.11M | Buy |
15,501
+1,556
| +11% | +$112K | 0.18% | 112 |
|
|
2018
Q2 | $933K | Buy |
13,945
+315
| +2% | +$21.1K | 0.26% | 71 |
|
|
2018
Q1 | $920K | Sell |
13,630
-989
| -7% | -$66.8K | 0.27% | 69 |
|
|
2017
Q4 | $1.09M | Buy |
14,619
+43
| +0.3% | +$3.2K | 0.24% | 94 |
|
|
2017
Q3 | $1.06M | Buy |
+14,576
| New | +$1.06M | 0.25% | 91 |
|