Alpha Cubed Investments’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.24M | Buy |
10,627
+443
| +4% | +$46K | 0.04% | 108 |
|
|
2025
Q3 | $1.03M | Sell |
10,184
-548
| -5% | -$52K | 0.04% | 117 |
|
|
2025
Q2 | $914K | Buy |
10,732
+581
| +6% | +$42K | 0.03% | 121 |
|
|
2025
Q1 | $721K | Buy |
10,151
+7,221
| +246% | +$551K | 0.03% | 142 |
|
|
2024
Q4 | $206K | Buy |
+2,930
| New | +$197K | 0.01% | 245 |
|
|
2022
Q3 | – | Sell |
-10,977
| Closed | -$505K | – | 268 |
|
|
2022
Q2 | $505K | Buy |
10,977
+1,007
| +10% | +$50.4K | 0.04% | 171 |
|
|
2022
Q1 | $532K | Buy |
+9,970
| New | +$616K | 0.03% | 187 |
|
|
2021
Q4 | – | Sell |
-5,329
| Closed | -$374K | – | 276 |
|
|
2021
Q3 | $374K | Sell |
5,329
-345
| -6% | -$24.1K | 0.03% | 186 |
|
|
2021
Q2 | $401K | Sell |
5,674
-1,148
| -17% | -$84.9K | 0.03% | 187 |
|
|
2021
Q1 | $496K | Sell |
6,822
-220
| -3% | -$14.7K | 0.04% | 158 |
|
|
2020
Q4 | $434K | Sell |
7,042
-212
| -3% | -$10.8K | 0.04% | 166 |
|
|
2020
Q3 | $313K | Sell |
7,254
-1,802
| -20% | -$89.8K | 0.03% | 172 |
|
|
2020
Q2 | $463K | Sell |
9,056
-2,559
| -22% | -$121K | 0.05% | 133 |
|
|
2020
Q1 | $489K | Sell |
11,615
-319
| -3% | -$21.4K | 0.06% | 125 |
|
|
2019
Q4 | $953K | Buy |
11,934
+387
| +3% | +$28.6K | 0.1% | 105 |
|
|
2019
Q3 | $798K | Sell |
11,547
-647
| -5% | -$44K | 0.09% | 104 |
|
|
2019
Q2 | $854K | Buy |
12,194
+2,115
| +21% | +$142K | 0.1% | 102 |
|
|
2019
Q1 | $627K | Buy |
10,079
+1,714
| +20% | +$106K | 0.08% | 109 |
|
|
2018
Q4 | $436K | Sell |
8,365
-3,081
| -27% | -$195K | 0.07% | 122 |
|
|
2018
Q3 | $788K | Buy |
11,446
+5,310
| +87% | +$375K | 0.09% | 121 |
|
|
2018
Q2 | $411K | Sell |
6,136
-991
| -14% | -$68.2K | 0.05% | 135 |
|
|
2018
Q1 | $481K | Sell |
7,127
-987
| -12% | -$74.2K | 0.06% | 131 |
|
|
2017
Q4 | $604K | Sell |
8,114
-1,571
| -16% | -$116K | 0.08% | 119 |
|
|
2017
Q3 | $704K | Buy |
9,685
+364
| +4% | +$24.9K | 0.11% | 105 |
|
|
2017
Q2 | $623K | Buy |
9,321
+2,781
| +43% | +$171K | 0.11% | 98 |
|
|
2017
Q1 | $391K | Buy |
6,540
+689
| +12% | +$40.8K | 0.08% | 125 |
|
|
2016
Q4 | $348K | Buy |
5,851
+355
| +6% | +$19.2K | 0.08% | 138 |
|
|
2016
Q3 | $260K | Buy |
+5,496
| New | +$250K | 0.07% | 151 |
|
|
2016
Q1 | – | Sell |
-54,927
| Closed | -$2.84M | – | 164 |
|
|
2015
Q4 | $2.84M | Sell |
54,927
-28,763
| -34% | -$1.53M | 0.74% | 44 |
|
|
2015
Q3 | $4.45M | Buy |
83,690
+28,176
| +51% | +$1.54M | 1.17% | 30 |
|
|
2015
Q2 | $3.07M | Sell |
55,514
-1,490
| -3% | -$81.1K | 0.82% | 42 |
|
|
2015
Q1 | $2.94M | Sell |
57,004
-2,786
| -5% | -$142K | 0.91% | 39 |
|
|
2014
Q4 | $3.23M | Sell |
59,790
-4,305
| -7% | -$229K | 1.26% | 31 |
|
|
2014
Q3 | $3.32M | Sell |
64,095
-2,773
| -4% | -$139K | 1.57% | 16 |
|
|
2014
Q2 | $3.15M | Sell |
66,868
-16,851
| -20% | -$801K | 1.4% | 14 |
|
|
2014
Q1 | $3.98M | Buy |
83,719
+3,971
| +5% | +$198K | 2.07% | 6 |
|
|
2013
Q4 | $4.16M | Buy |
+79,748
| New | +$4.04M | 1.49% | 12 |
|
Other funds holding C
Alpha Cubed Investments's C Position: Q4 2025 in Review
Alpha Cubed Investments increased its Citigroup (C) stake by 4.3% in Q4 2025, buying an estimated $46K and bringing the position to 10,627 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #108.
Alpha Cubed Investments first reported a position in C in Q4 2013 and has held it in 37 quarters since. The position peaked at $4.45M in Q3 2015. 2,462 funds tracked by Wall St. Rank hold C as of Q4 2025.
- Alpha Cubed Investments held 10,627 shares of Citigroup worth $1.24M as of Q4 2025.
- Alpha Cubed Investments bought 443 Citigroup shares in Q4 2025, an estimated $46K.
- Citigroup made up 0.04% of Alpha Cubed Investments's portfolio in Q4 2025, its #108 holding.
- Alpha Cubed Investments first reported a position in Citigroup in Q4 2013 and has held it in 37 quarters since.
- Alpha Cubed Investments's Citigroup position peaked at $4.45M in Q3 2015.
- 2,462 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.