Apriem Advisors’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 | $407K | Buy |
2,906
+253
| +10% | +$32.9K | 0.04% | 131 |
|
|
2026
Q1 | $301K | Buy |
2,653
+362
| +16% | +$41.2K | 0.03% | 147 |
|
|
2025
Q4 | $267K | Sell |
2,291
-69
| -3% | -$7.17K | 0.02% | 159 |
|
|
2025
Q3 | $240K | Buy |
+2,360
| New | +$224K | 0.02% | 167 |
|
|
2025
Q2 | – | Sell |
-3,206
| Closed | -$228K | – | 188 |
|
|
2025
Q1 | $228K | Buy |
3,206
+153
| +5% | +$11.7K | 0.03% | 166 |
|
|
2024
Q4 | $215K | Buy |
+3,053
| New | +$206K | 0.02% | 175 |
|
|
2023
Q2 | – | Sell |
-4,418
| Closed | -$207K | – | 145 |
|
|
2023
Q1 | $207K | Sell |
4,418
-211
| -5% | -$10.4K | 0.03% | 140 |
|
|
2022
Q4 | $209K | Buy |
+4,629
| New | +$210K | 0.04% | 134 |
|
|
2022
Q3 | – | Sell |
-4,419
| Closed | -$203K | – | 144 |
|
|
2022
Q2 | $203K | Buy |
4,419
+104
| +2% | +$5.2K | 0.04% | 130 |
|
|
2022
Q1 | $230K | Sell |
4,315
-996
| -19% | -$61.5K | 0.03% | 131 |
|
|
2021
Q4 | $321K | Sell |
5,311
-499
| -9% | -$33.2K | 0.05% | 113 |
|
|
2021
Q3 | $408K | Sell |
5,810
-423
| -7% | -$29.6K | 0.06% | 100 |
|
|
2021
Q2 | $441K | Sell |
6,233
-99
| -2% | -$7.33K | 0.07% | 97 |
|
|
2021
Q1 | $461K | Sell |
6,332
-1,222
| -16% | -$81.6K | 0.07% | 89 |
|
|
2020
Q4 | $466K | Sell |
7,554
-121
| -2% | -$6.15K | 0.08% | 79 |
|
|
2020
Q3 | $331K | Sell |
7,675
-390
| -5% | -$19.4K | 0.06% | 94 |
|
|
2020
Q2 | $412K | Buy |
8,065
+1,794
| +29% | +$85.1K | 0.08% | 81 |
|
|
2020
Q1 | $264K | Sell |
6,271
-199
| -3% | -$13.4K | 0.06% | 89 |
|
|
2019
Q4 | $517K | Buy |
6,470
+405
| +7% | +$29.9K | 0.1% | 77 |
|
|
2019
Q3 | $419K | Sell |
6,065
-8
| -0.1% | -$544 | 0.09% | 85 |
|
|
2019
Q2 | $425K | Buy |
6,073
+2
| +0% | +$134 | 0.13% | 86 |
|
|
2019
Q1 | $378K | Sell |
6,071
-33
| -0.5% | -$2.05K | 0.1% | 83 |
|
|
2018
Q4 | $318K | Sell |
6,104
-598
| -9% | -$37.9K | 0.11% | 87 |
|
|
2018
Q3 | $481K | Buy |
6,702
+343
| +5% | +$24.3K | 0.11% | 83 |
|
|
2018
Q2 | $426K | Sell |
6,359
-158
| -2% | -$10.9K | 0.1% | 83 |
|
|
2018
Q1 | $440K | Buy |
6,517
+121
| +2% | +$9.1K | 0.11% | 73 |
|
|
2017
Q4 | $476K | Sell |
6,396
-264
| -4% | -$19.5K | 0.12% | 69 |
|
|
2017
Q3 | $484K | Buy |
+6,660
| New | +$455K | 0.12% | 73 |
|
|
2017
Q2 | – | Sell |
-3,351
| Closed | -$200K | – | 193 |
|
|
2017
Q1 | $200K | Buy |
3,351
+481
| +17% | +$28.4K | 0.05% | 122 |
|
|
2016
Q4 | $171K | Buy |
2,870
+638
| +29% | +$34.4K | 0.05% | 131 |
|
|
2016
Q3 | $105K | Sell |
2,232
-621
| -22% | -$28.2K | 0.03% | 161 |
|
|
2016
Q2 | $121K | Sell |
2,853
-60
| -2% | -$2.65K | 0.04% | 149 |
|
|
2016
Q1 | $122K | Sell |
2,913
-149
| -5% | -$6.23K | 0.05% | 127 |
|
|
2015
Q4 | $158K | Buy |
3,062
+150
| +5% | +$7.96K | 0.06% | 110 |
|
|
2015
Q3 | $144K | Hold |
2,912
| – | – | 0.05% | 117 |
|
|
2015
Q2 | $161K | Buy |
2,912
+50
| +2% | +$2.72K | 0.06% | 109 |
|
|
2015
Q1 | $147K | Hold |
2,862
| – | – | 0.05% | 124 |
|
|
2014
Q4 | $155K | Sell |
2,862
-293
| -9% | -$15.6K | 0.06% | 107 |
|
|
2014
Q3 | $163K | Buy |
3,155
+307
| +11% | +$15.4K | 0.06% | 113 |
|
|
2014
Q2 | $134K | Buy |
2,848
+86
| +3% | +$4.09K | 0.05% | 133 |
|
|
2014
Q1 | $131K | Hold |
2,762
| – | – | 0.05% | 139 |
|
|
2013
Q4 | $144K | Sell |
2,762
-25
| -0.9% | -$1.26K | 0.06% | 126 |
|
|
2013
Q3 | $135K | Hold |
2,787
| – | – | 0.06% | 124 |
|
|
2013
Q2 | $134K | Buy |
+2,787
| New | +$134K | 0.07% | 123 |
|
Other funds holding C
Apriem Advisors's C Position: Q2 2026 in Review
Apriem Advisors increased its Citigroup (C) stake by 9.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,906 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #131.
Apriem Advisors first reported a position in C in Q2 2013 and has held it in 44 quarters since. The position peaked at $517K in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Apriem Advisors held 2,906 shares of Citigroup worth $407K as of Q2 2026.
- Apriem Advisors bought 253 Citigroup shares in Q2 2026, an estimated $32.9K.
- Citigroup made up 0.04% of Apriem Advisors's portfolio in Q2 2026, its #131 holding.
- Apriem Advisors first reported a position in Citigroup in Q2 2013 and has held it in 44 quarters since.
- Apriem Advisors's Citigroup position peaked at $517K in Q4 2019.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.