Allworth Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.76M | Sell |
62,605
-16
| -0% | -$2.08K | 0.04% | 254 |
|
|
2026
Q1 | $7.1M | Sell |
62,621
-9,971
| -14% | -$1.14M | 0.03% | 305 |
|
|
2025
Q4 | $8.47M | Buy |
72,592
+7,970
| +12% | +$828K | 0.03% | 262 |
|
|
2025
Q3 | $6.56M | Buy |
64,622
+5,921
| +10% | +$562K | 0.03% | 267 |
|
|
2025
Q2 | $5M | Buy |
58,701
+17,659
| +43% | +$1.28M | 0.02% | 306 |
|
|
2025
Q1 | $2.8M | Sell |
41,042
-2,331
| -5% | -$178K | 0.02% | 346 |
|
|
2024
Q4 | $3.54M | Buy |
43,373
+9,573
| +28% | +$645K | 0.02% | 307 |
|
|
2024
Q3 | $2.12M | Buy |
33,800
+1,909
| +6% | +$118K | 0.01% | 332 |
|
|
2024
Q2 | $2.08M | Buy |
31,891
+11,957
| +60% | +$737K | 0.01% | 328 |
|
|
2024
Q1 | $1.26M | Buy |
19,934
+3,233
| +19% | +$180K | 0.01% | 374 |
|
|
2023
Q4 | $859K | Buy |
16,701
+3,207
| +24% | +$142K | 0.01% | 430 |
|
|
2023
Q3 | $555K | Buy |
13,494
+2,070
| +18% | +$90.9K | ﹤0.01% | 463 |
|
|
2023
Q2 | $526K | Buy |
11,424
+342
| +3% | +$16K | ﹤0.01% | 492 |
|
|
2023
Q1 | $520K | Buy |
11,082
+1,263
| +13% | +$62K | 0.01% | 465 |
|
|
2022
Q4 | $444K | Sell |
9,819
-465
| -5% | -$21.1K | ﹤0.01% | 482 |
|
|
2022
Q3 | $429K | Buy |
10,284
+1,304
| +15% | +$64.4K | 0.01% | 455 |
|
|
2022
Q2 | $413K | Buy |
8,980
+2,042
| +29% | +$102K | 0.01% | 434 |
|
|
2022
Q1 | $370K | Sell |
6,938
-1,297
| -16% | -$80.1K | ﹤0.01% | 447 |
|
|
2021
Q4 | $497K | Buy |
8,235
+238
| +3% | +$15.8K | 0.01% | 378 |
|
|
2021
Q3 | $561K | Buy |
7,997
+1,932
| +32% | +$135K | 0.01% | 311 |
|
|
2021
Q2 | $429K | Sell |
6,065
-534
| -8% | -$39.5K | 0.01% | 276 |
|
|
2021
Q1 | $480K | Buy |
6,599
+1,614
| +32% | +$108K | 0.01% | 247 |
|
|
2020
Q4 | $307K | Buy |
4,985
+20
| +0.4% | +$1.02K | 0.01% | 231 |
|
|
2020
Q3 | $214K | Buy |
4,965
+387
| +8% | +$19.3K | 0.01% | 233 |
|
|
2020
Q2 | $234K | Buy |
4,578
+236
| +5% | +$11.2K | 0.01% | 226 |
|
|
2020
Q1 | $183K | Buy |
4,342
+611
| +16% | +$41K | 0.01% | 249 |
|
|
2019
Q4 | $298K | Buy |
3,731
+402
| +12% | +$29.7K | 0.01% | 154 |
|
|
2019
Q3 | $230K | Sell |
3,329
-194
| -6% | -$13.2K | 0.01% | 153 |
|
|
2019
Q2 | $247K | Sell |
3,523
-2
| -0.1% | -$134 | 0.01% | 145 |
|
|
2019
Q1 | $219K | Buy |
3,525
+2,733
| +345% | +$170K | 0.01% | 154 |
|
|
2018
Q4 | $41K | Buy |
792
+96
| +14% | +$6.08K | ﹤0.01% | 312 |
|
|
2018
Q3 | $50K | Buy |
696
+85
| +14% | +$6.01K | ﹤0.01% | 294 |
|
|
2018
Q2 | $41K | Buy |
611
+25
| +4% | +$1.72K | ﹤0.01% | 309 |
|
|
2018
Q1 | $40K | Sell |
586
-6
| -1% | -$451 | ﹤0.01% | 279 |
|
|
2017
Q4 | $44K | Buy |
592
+11
| +2% | +$813 | ﹤0.01% | 264 |
|
|
2017
Q3 | $42K | Sell |
581
-346
| -37% | -$23.6K | ﹤0.01% | 261 |
|
|
2017
Q2 | $62K | Buy |
927
+242
| +35% | +$14.8K | 0.01% | 223 |
|
|
2017
Q1 | $41K | Sell |
685
-50
| -7% | -$2.96K | ﹤0.01% | 252 |
|
|
2016
Q4 | $44K | Buy |
735
+170
| +30% | +$9.17K | ﹤0.01% | 225 |
|
|
2016
Q3 | $27K | Buy |
565
+15
| +3% | +$682 | ﹤0.01% | 282 |
|
|
2016
Q2 | $23K | Buy |
550
+10
| +2% | +$442 | ﹤0.01% | 288 |
|
|
2016
Q1 | $23K | Buy |
540
+402
| +291% | +$16.8K | ﹤0.01% | 290 |
|
|
2015
Q4 | $7K | Sell |
138
-91
| -40% | -$4.83K | ﹤0.01% | 411 |
|
|
2015
Q3 | $11K | Buy |
229
+3
| +1% | +$164 | ﹤0.01% | 377 |
|
|
2015
Q2 | $12K | Sell |
226
-108
| -32% | -$5.88K | ﹤0.01% | 361 |
|
|
2015
Q1 | $17K | Buy |
+334
| New | +$17K | 0.01% | 322 |
|
|
2013
Q4 | – | Sell |
-835
| Closed | -$40K | – | 71 |
|
|
2013
Q3 | $40K | Buy |
+835
| New | +$42.2K | 0.02% | 69 |
|
Other funds holding C
Allworth Financial's C Position: Q2 2026 in Review
Allworth Financial reduced its Citigroup (C) stake by 0.03% in Q2 2026, selling an estimated $2.08K and leaving 62,605 shares worth $8.76M. The position accounts for 0.04% of the portfolio, ranked #254.
Allworth Financial first reported a position in C in Q3 2013 and has held it in 47 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Allworth Financial held 62,605 shares of Citigroup worth $8.76M as of Q2 2026.
- Allworth Financial sold 16 Citigroup shares in Q2 2026, an estimated $2.08K.
- Citigroup made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #254 holding.
- Allworth Financial first reported a position in Citigroup in Q3 2013 and has held it in 47 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.