Acima Private Wealth’s Citigroup C Stock Holding History

Acima Private Wealth’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-110	Closed	-$9.36K	–	180
2025 Q2	$9.36K	Hold	110	–	–	﹤0.01%	170
2025 Q1	$7.81K	Hold	110	–	–	﹤0.01%	172
2024 Q4	$7.74K	Hold	110	–	–	﹤0.01%	176
2024 Q3	$6.89K	Hold	110	–	–	﹤0.01%	176
2024 Q2	$6.98K	Hold	110	–	–	﹤0.01%	175
2024 Q1	$6.96K	Hold	110	–	–	﹤0.01%	183
2023 Q4	$5.66K	Hold	110	–	–	﹤0.01%	219
2023 Q3	$4.52K	Hold	110	–	–	﹤0.01%	233
2023 Q2	$5.06K	Hold	110	–	–	﹤0.01%	240
2023 Q1	$5.16K	Hold	110	–	–	﹤0.01%	253
2022 Q4	$4.97K	Sell	110 -650	-86%	-$29.5K	﹤0.01%	209
2022 Q3	$31.7K	Hold	760	–	–	0.02%	173
2022 Q2	$35K	Hold	760	–	–	0.02%	172
2022 Q1	$41K	Hold	760	–	–	0.02%	176
2021 Q4	$46K	Hold	760	–	–	0.02%	174
2021 Q3	$53K	Hold	760	–	–	0.02%	163
2021 Q2	$54K	Hold	760	–	–	0.02%	161
2021 Q1	$55K	Hold	760	–	–	0.03%	159
2020 Q4	$47K	Hold	760	–	–	0.02%	159
2020 Q3	$33K	Sell	760 -179	-19%	-$8.92K	0.02%	162
2020 Q2	$48K	Hold	939	–	–	0.03%	161
2020 Q1	$40K	Hold	939	–	–	0.03%	165
2019 Q4	$75K	Hold	939	–	–	0.05%	171
2019 Q3	$64K	Buy	939 +110	+13%	+$7.48K	0.05%	177
2019 Q2	$58K	Hold	829	–	–	0.05%	168
2019 Q1	$52K	Buy	829 +190	+30%	+$11.8K	0.04%	167
2018 Q4	$33K	Buy	+639	New	+$40.5K	0.03%	174

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acima Private Wealth's C Position: Q3 2025 in Review

Acima Private Wealth sold out of Citigroup (C) in Q3 2025, closing a stake of 110 shares — an estimated $9.36K sold.

Acima Private Wealth first reported a position in C in Q4 2018 and held it in 27 quarters. The position peaked at $75K in Q4 2019. 2,219 funds tracked by Wall St. Rank hold C as of Q3 2025.

Acima Private Wealth reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
Acima Private Wealth sold 110 Citigroup shares in Q3 2025, an estimated $9.36K.
Acima Private Wealth first reported a position in Citigroup in Q4 2018 and held it in 27 quarters.
Acima Private Wealth's Citigroup position peaked at $75K in Q4 2019.
2,219 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Acima Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.