Beta Wealth Group’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 | $530K | Sell |
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|
2025
Q1 | $520K | Sell |
|
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|
2024
Q4 | $614K | Buy |
|
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|
2024
Q3 | $540K | Buy |
|
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|
2024
Q2 | $521K | Buy |
|
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|
2024
Q1 | $494K | Buy |
|
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|
2023
Q4 | $397K | Buy |
|
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|
2023
Q3 | $280K | Buy |
|
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|
2023
Q2 | $299K | Buy |
|
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|
2023
Q1 | $272K | Buy |
|
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|
2022
Q4 | $240K | Buy |
|
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|
2022
Q3 | $208K | Buy |
|
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|
2022
Q2 | $221K | Buy |
|
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|
2022
Q1 | $240K | Buy |
|
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|
2021
Q4 | $203K | Hold |
|
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $213K | Buy |
|