Arete Wealth 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
Q1 | $2.59M | Buy |
22,872
+9,291
| +68% | +$1.06M | 0.19% | 136 |
|
|
2025
Q4 | $1.58M | Buy |
13,581
+696
| +5% | +$72.3K | 0.1% | 206 |
|
|
2025
Q3 | $1.31M | Buy |
12,885
+236
| +2% | +$22.4K | 0.08% | 231 |
|
|
2025
Q2 | $1.08M | Sell |
12,649
-1,011
| -7% | -$73.1K | 0.08% | 246 |
|
|
2025
Q1 | $904K | Buy |
13,660
+2,249
| +20% | +$171K | 0.07% | 261 |
|
|
2024
Q4 | $804K | Sell |
11,411
-4,506
| -28% | -$304K | 0.06% | 296 |
|
|
2024
Q3 | $993K | Sell |
15,917
-5,086
| -24% | -$315K | 0.09% | 230 |
|
|
2024
Q2 | $1.33M | Buy |
21,003
+5,057
| +32% | +$312K | 0.11% | 183 |
|
|
2024
Q1 | $1.01M | Sell |
15,946
-2,570
| -14% | -$143K | 0.09% | 210 |
|
|
2023
Q4 | $952K | Buy |
18,516
+498
| +3% | +$22K | 0.07% | 263 |
|
|
2023
Q3 | $741K | Buy |
18,018
+4,580
| +34% | +$201K | 0.13% | 172 |
|
|
2023
Q2 | $619K | Sell |
13,438
-2,225
| -14% | -$104K | 0.05% | 320 |
|
|
2023
Q1 | $734K | Buy |
15,663
+846
| +6% | +$41.5K | 0.06% | 269 |
|
|
2022
Q4 | $670M | Sell |
14,817
-1,122
| -7% | -$51K | 0.06% | 273 |
|
|
2022
Q3 | $664K | Buy |
15,939
+7,441
| +88% | +$368K | 0.07% | 251 |
|
|
2022
Q2 | $391K | Sell |
8,498
-132
| -2% | -$6.6K | 0.04% | 287 |
|
|
2022
Q1 | $423K | Buy |
8,630
+1,963
| +29% | +$121K | 0.04% | 313 |
|
|
2021
Q4 | $366K | Buy |
6,667
+441
| +7% | +$29.3K | 0.03% | 346 |
|
|
2021
Q3 | $378K | Buy |
6,226
+214
| +4% | +$15K | 0.04% | 293 |
|
|
2021
Q2 | $224K | Sell |
6,012
-373
| -6% | -$27.6K | 0.03% | 313 |
|
|
2021
Q1 | $402K | Sell |
6,385
-84
| -1% | -$5.61K | 0.05% | 272 |
|
|
2020
Q4 | $347K | Buy |
+6,469
| New | +$329K | 0.05% | 288 |
|
|
2020
Q2 | – | Sell |
-5,117
| Closed | -$215K | – | 377 |
|
|
2020
Q1 | $215K | Sell |
5,117
-1,465
| -22% | -$98.3K | 0.04% | 293 |
|
|
2019
Q4 | $526K | Sell |
6,582
-3,109
| -32% | -$230K | 0.09% | 225 |
|
|
2019
Q3 | $669K | Buy |
9,691
+4,490
| +86% | +$305K | 0.13% | 185 |
|
|
2019
Q2 | $365K | Buy |
+5,201
| New | +$348K | 0.07% | 268 |
|
|
2018
Q3 | – | Sell |
-16,661
| Closed | -$1.11M | – | 366 |
|
|
2018
Q2 | $1.11M | Buy |
16,661
+4,750
| +40% | +$327K | 0.27% | 92 |
|
|
2018
Q1 | $804K | Buy |
11,911
+759
| +7% | +$57K | 0.27% | 103 |
|
|
2017
Q4 | $830K | Sell |
11,152
-952
| -8% | -$70.4K | 0.27% | 105 |
|
|
2017
Q3 | $880K | Buy |
12,104
+8,160
| +207% | +$557K | 0.35% | 88 |
|
|
2017
Q2 | $264K | Buy |
3,944
+260
| +7% | +$15.9K | 0.12% | 195 |
|
|
2017
Q1 | $220K | Sell |
3,684
-349
| -9% | -$20.6K | 0.1% | 175 |
|
|
2016
Q4 | $240K | Sell |
4,033
-1,016
| -20% | -$54.8K | 0.11% | 153 |
|
|
2016
Q3 | $238K | Sell |
5,049
-198
| -4% | -$9.01K | 0.14% | 126 |
|
|
2016
Q2 | $222K | Buy |
+5,247
| New | +$232K | 0.14% | 121 |
|
Other funds holding C
VCM
VPM
Arete Wealth Advisors's C Position: Q1 2026 in Review
Arete Wealth Advisors increased its Citigroup (C) stake by 68% in Q1 2026, buying an estimated $1.06M and bringing the position to 22,872 shares worth $2.59M. The position accounts for 0.19% of the portfolio, ranked #136.
Arete Wealth Advisors first reported a position in C in Q2 2016 and has held it in 35 quarters since. The position peaked at $670M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Arete Wealth Advisors held 22,872 shares of Citigroup worth $2.59M as of Q1 2026.
- Arete Wealth Advisors bought 9,291 Citigroup shares in Q1 2026, an estimated $1.06M.
- Citigroup made up 0.19% of Arete Wealth Advisors's portfolio in Q1 2026, its #136 holding.
- Arete Wealth Advisors first reported a position in Citigroup in Q2 2016 and has held it in 35 quarters since.
- Arete Wealth Advisors's Citigroup position peaked at $670M in Q4 2022.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.