Citigroup shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 31k | 101.50 |
| 2025-06-30 | $2.6M | 31k | 85.12 |
| 2025-03-31 | $2.2M | 31k | 70.99 |
| 2024-12-31 | $2.0M | 29k | 70.39 |
| 2024-09-30 | $1.7M | 27k | 62.60 |
| 2024-06-30 | $1.7M | 27k | 63.46 |
| 2024-03-31 | $1.6M | 26k | 63.24 |
| 2023-12-31 | $1.3M | 26k | 51.44 |
| 2023-06-30 | $1.3M | 28k | 46.04 |
| 2023-03-31 | $1.2M | 26k | 46.89 |
| 2022-12-31 | $1.2M | 26k | 45.23 |
| 2022-09-30 | $1.5M | 35k | 41.66 |
| 2022-06-30 | $1.5M | 33k | 46.00 |
| 2022-03-31 | $1.7M | 32k | 53.40 |
| 2021-12-31 | $2.1M | 32k | 67.66 |
| 2021-09-30 | $1.9M | 27k | 70.20 |
| 2020-09-30 | $1.0M | 23k | 43.42 |
| 2020-06-30 | $948k | 19k | 51.19 |
| 2020-03-31 | $713k | 16k | 44.10 |
| 2019-12-31 | $1.3M | 16k | 80.77 |
| 2019-09-30 | $1.1M | 16k | 68.31 |
| 2019-06-30 | $1.1M | 16k | 70.02 |
| 2019-03-31 | $985k | 16k | 62.25 |
| 2018-12-31 | $2.1M | 40k | 52.06 |
| 2018-09-30 | $934k | 14k | 65.47 |
| 2018-06-30 | $883k | 13k | 66.91 |
| 2018-03-31 | $820k | 12k | 68.08 |
| 2017-12-31 | $892k | 12k | 74.40 |
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