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Advisory Resource Group’s Citigroup C Stock Holding History

Advisory Resource Group’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
2026
Q1 		– Sell
-58,198
Closed -$6.79M – 175
2025
Q4 		$6.79M Sell
58,198
-1,582
-3% -$164K 1.19% 18
2025
Q3 		$6.07M Sell
59,780
-10,004
-14% -$949K 1.09% 26
2025
Q2 		$5.94M Buy
69,784
+2,776
+4% +$201K 1.14% 20
2025
Q1 		$4.76M Sell
67,008
-2,049
-3% -$156K 0.97% 30
2024
Q4 		$4.86M Sell
69,057
-3,890
-5% -$262K 1.03% 30
2024
Q3 		$4.57M Buy
72,947
+2,590
+4% +$160K 0.98% 36
2024
Q2 		$4.46M Sell
70,357
-2,828
-4% -$174K 1.01% 26
2024
Q1 		$4.63M Buy
73,185
+2,333
+3% +$130K 1.06% 19
2023
Q4 		$3.64M Buy
70,852
+1,571
+2% +$69.5K 0.91% 27
2023
Q3 		$2.85M Buy
69,281
+5,237
+8% +$230K 0.77% 39
2023
Q2 		$2.95M Buy
64,044
+2,513
+4% +$118K 0.8% 35
2023
Q1 		$2.89M Buy
61,531
+2,413
+4% +$118K 0.81% 30
2022
Q4 		$2.67M Buy
59,118
+8,641
+17% +$393K 0.8% 31
2022
Q3 		$2.1M Buy
50,477
+1,507
+3% +$74.5K 0.7% 41
2022
Q2 		$2.25M Buy
48,970
+9,181
+23% +$459K 0.74% 40
2022
Q1 		$2.13M Buy
39,789
+1,291
+3% +$79.7K 0.66% 44
2021
Q4 		$2.51M Buy
+38,498
New +$2.56M 0.84% 34

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return