Citigroup shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Citigroup (C) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Citigroup
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All positions including Citigroup held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $852k | 8.4k | 101.50 |
| 2025-06-30 | $1.8M | 22k | 85.12 |
| 2025-03-31 | $1.5M | 21k | 70.99 |
| 2024-12-31 | $1.5M | 21k | 70.39 |
| 2024-09-30 | $1.3M | 21k | 62.60 |
| 2024-06-30 | $1.3M | 21k | 63.46 |
| 2019-12-31 | $344k | 4.3k | 79.89 |