Blue Bell Private Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $565K | Sell |
4,039
-23
| -0.6% | -$2.99K | 0.07% | 173 |
|
|
2026
Q1 | $461K | Buy |
4,062
+2,966
| +271% | +$338K | 0.07% | 176 |
|
|
2025
Q4 | $128K | Hold |
1,096
| – | – | 0.02% | 304 |
|
|
2025
Q3 | $111K | Buy |
1,096
+343
| +46% | +$32.5K | 0.02% | 312 |
|
|
2025
Q2 | $64.1K | Sell |
753
-289
| -28% | -$20.9K | 0.01% | 360 |
|
|
2025
Q1 | $74K | Hold |
1,042
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $73.3K | Buy |
1,042
+39
| +4% | +$2.63K | 0.01% | 317 |
|
|
2024
Q3 | $62.8K | Buy |
1,003
+97
| +11% | +$6K | 0.01% | 332 |
|
|
2024
Q2 | $57.5K | Hold |
906
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $57.3K | Buy |
906
+39
| +4% | +$2.17K | 0.01% | 332 |
|
|
2023
Q4 | $44.6K | Buy |
867
+250
| +41% | +$11.1K | 0.01% | 337 |
|
|
2023
Q3 | $25.4K | Sell |
617
-250
| -29% | -$11K | 0.01% | 331 |
|
|
2023
Q2 | $39.9K | Buy |
867
+249
| +40% | +$11.7K | 0.01% | 281 |
|
|
2023
Q1 | $29K | Sell |
618
-250
| -29% | -$12.3K | 0.01% | 282 |
|
|
2022
Q4 | $39.3K | Sell |
868
-545
| -39% | -$24.8K | 0.01% | 236 |
|
|
2022
Q3 | $59K | Hold |
1,413
| – | – | 0.02% | 197 |
|
|
2022
Q2 | $65K | Buy |
1,413
+596
| +73% | +$29.8K | 0.02% | 194 |
|
|
2022
Q1 | $44K | Hold |
817
| – | – | 0.01% | 233 |
|
|
2021
Q4 | $49K | Buy |
+817
| New | +$54.3K | 0.01% | 209 |
|
|
2016
Q4 | – | Sell |
-1,417
| Closed | -$67K | – | 285 |
|
|
2016
Q3 | $67K | Sell |
1,417
-270
| -16% | -$12.3K | 0.04% | 172 |
|
|
2016
Q2 | $72K | Sell |
1,687
-2,860
| -63% | -$126K | 0.05% | 165 |
|
|
2016
Q1 | $190K | Buy |
4,547
+2,100
| +86% | +$87.8K | 0.13% | 97 |
|
|
2015
Q4 | $127K | Sell |
2,447
-200
| -8% | -$10.6K | 0.09% | 128 |
|
|
2015
Q3 | $131K | Hold |
2,647
| – | – | 0.09% | 124 |
|
|
2015
Q2 | $146K | Buy |
2,647
+600
| +29% | +$32.6K | 0.09% | 119 |
|
|
2015
Q1 | $105K | Sell |
2,047
-750
| -27% | -$38.2K | 0.06% | 138 |
|
|
2014
Q4 | $151K | Sell |
2,797
-200
| -7% | -$10.6K | 0.09% | 119 |
|
|
2014
Q3 | $155K | Buy |
2,997
+100
| +3% | +$5.03K | 0.09% | 121 |
|
|
2014
Q2 | $136K | Buy |
2,897
+200
| +7% | +$9.51K | 0.08% | 125 |
|
|
2014
Q1 | $128K | Hold |
2,697
| – | – | 0.09% | 109 |
|
|
2013
Q4 | $141K | Buy |
+2,697
| New | +$136K | 0.11% | 101 |
|
Other funds holding C
Blue Bell Private Wealth Management's C Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Citigroup (C) stake by 0.57% in Q2 2026, selling an estimated $2.99K and leaving 4,039 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #173.
Blue Bell Private Wealth Management first reported a position in C in Q4 2013 and has held it in 31 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Blue Bell Private Wealth Management held 4,039 shares of Citigroup worth $565K as of Q2 2026.
- Blue Bell Private Wealth Management sold 23 Citigroup shares in Q2 2026, an estimated $2.99K.
- Citigroup made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #173 holding.
- Blue Bell Private Wealth Management first reported a position in Citigroup in Q4 2013 and has held it in 31 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.