Beverly Hills Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
4,782
-212
| -4% | -$18K | 0.08% | 209 |
|
|
2025
Q1 | $355K | Buy |
4,994
+81
| +2% | +$5.75K | 0.07% | 230 |
|
|
2024
Q4 | $346K | Sell |
4,913
-119
| -2% | -$8.38K | 0.07% | 226 |
|
|
2024
Q3 | $315K | Sell |
5,032
-170
| -3% | -$10.6K | 0.06% | 262 |
|
|
2024
Q2 | $330K | Sell |
5,202
-205
| -4% | -$13K | 0.07% | 257 |
|
|
2024
Q1 | $342K | Sell |
5,407
-414
| -7% | -$26.2K | 0.08% | 255 |
|
|
2023
Q4 | $299K | Sell |
5,821
-93
| -2% | -$4.78K | 0.08% | 253 |
|
|
2023
Q3 | $243K | Sell |
5,914
-1,663
| -22% | -$68.4K | 0.07% | 253 |
|
|
2023
Q2 | $346K | Buy |
7,577
+1,602
| +27% | +$73.2K | 0.06% | 275 |
|
|
2023
Q1 | $280K | Buy |
+5,975
| New | +$280K | 0.09% | 227 |
|