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Allen Mooney & Barnes Investment Advisors’s Citigroup C Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q3 		$10.9M Buy
84,218
+853
+1% +$115K 1.62% 29
2026
Q2 		$11.7M Sell
83,365
-5,926
-7% -$771K 1.77% 25
2026
Q1 		$10.1M Buy
89,291
+1,988
+2% +$226K 1.46% 31
2025
Q4 		$10.2M Buy
87,303
+615
+0.7% +$63.9K 1.53% 29
2025
Q3 		$8.8M Buy
86,688
+1,627
+2% +$154K 1.37% 31
2025
Q2 		$7.24M Buy
85,061
+305
+0.4% +$22K 1.19% 30
2025
Q1 		$6.02M Sell
84,756
-493
-0.6% -$37.6K 0.98% 38
2024
Q4 		$6M Buy
85,249
+79
+0.1% +$5.32K 1.01% 34
2024
Q3 		$5.33M Sell
85,170
-3,111
-4% -$192K 0.91% 37
2024
Q2 		$5.6M Buy
88,281
+1,821
+2% +$112K 1% 34
2024
Q1 		$5.25M Sell
86,460
-1,182
-1% -$65.8K 1.01% 36
2023
Q4 		$4.51M Sell
87,642
-13,335
-13% -$590K 0.86% 37
2023
Q3 		$4.15M Buy
100,977
+4,413
+5% +$194K 0.88% 34
2023
Q2 		$4.45M Sell
96,564
-495
-0.5% -$23.2K 0.98% 34
2023
Q1 		$4.55M Buy
97,059
+184
+0.2% +$9.03K 1.09% 34
2022
Q4 		$4.38M Sell
96,875
-3,799
-4% -$173K 1.05% 35
2022
Q3 		$4.2M Buy
100,674
+1,373
+1% +$67.8K 1.12% 33
2022
Q2 		$4.57M Buy
99,301
+4,909
+5% +$246K 1.17% 35
2022
Q1 		$5.04M Buy
+94,392
New +$5.83M 1.12% 36

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's C Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Citigroup (C) stake by 1% in Q3 2026, buying an estimated $115K and bringing the position to 84,218 shares worth $10.9M. The position accounts for 1.62% of the portfolio, ranked #29.

Allen Mooney & Barnes Investment Advisors first reported a position in C in Q1 2022 and has held it in 19 quarters since. The position peaked at $11.7M in Q2 2026. 98 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 84,218 shares of Citigroup worth $10.9M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 853 Citigroup shares in Q3 2026, an estimated $115K.
  • Citigroup made up 1.62% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #29 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Citigroup in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Citigroup position peaked at $11.7M in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.