BAM
BOS Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
4,858
-15
| -0.3% | -$1.28K | 0.13% | 112 |
|
|
2025
Q1 | $346K | Sell |
4,873
-63
| -1% | -$4.47K | 0.12% | 118 |
|
|
2024
Q4 | $347K | Sell |
4,936
-56
| -1% | -$3.94K | 0.12% | 115 |
|
|
2024
Q3 | $313K | Buy |
4,992
+78
| +2% | +$4.88K | 0.12% | 114 |
|
|
2024
Q2 | $312K | Sell |
4,914
-281
| -5% | -$17.8K | 0.14% | 110 |
|
|
2024
Q1 | $329K | Sell |
5,195
-2,903
| -36% | -$184K | 0.17% | 94 |
|
|
2023
Q4 | $417K | Sell |
8,098
-1,051
| -11% | -$54.1K | 0.29% | 84 |
|
|
2023
Q3 | $376K | Sell |
9,149
-731
| -7% | -$30.1K | 0.28% | 80 |
|
|
2023
Q2 | $455K | Buy |
9,880
+205
| +2% | +$9.44K | 0.35% | 65 |
|
|
2023
Q1 | $454K | Buy |
9,675
+89
| +0.9% | +$4.17K | 0.38% | 65 |
|
|
2022
Q4 | $434K | Buy |
+9,586
| New | +$434K | 0.39% | 69 |
|