Aspen Investment Management’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 | $765K | Buy |
5,465
+621
| +13% | +$80.8K | 0.21% | 110 |
|
|
2026
Q1 | $549K | Buy |
4,844
+1,105
| +30% | +$126K | 0.17% | 125 |
|
|
2025
Q4 | $436K | Hold |
3,739
| – | – | 0.13% | 138 |
|
|
2025
Q3 | $380K | Hold |
3,739
| – | – | 0.15% | 120 |
|
|
2025
Q2 | $318K | Sell |
3,739
-300
| -7% | -$21.7K | 0.13% | 126 |
|
|
2025
Q1 | $287K | Buy |
4,039
+1,150
| +40% | +$87.7K | 0.13% | 131 |
|
|
2024
Q4 | $203K | Buy |
+2,889
| New | +$195K | 0.09% | 140 |
|
|
2024
Q3 | – | Sell |
-3,189
| Closed | -$202K | – | 149 |
|
|
2024
Q2 | $202K | Hold |
3,189
| – | – | 0.1% | 145 |
|
|
2024
Q1 | $202K | Buy |
+3,189
| New | +$177K | 0.1% | 152 |
|
|
2023
Q3 | – | Sell |
-4,361
| Closed | -$201K | – | 138 |
|
|
2023
Q2 | $201K | Hold |
4,361
| – | – | 0.12% | 136 |
|
|
2023
Q1 | $204K | Buy |
+4,361
| New | +$214K | 0.13% | 128 |
|
|
2022
Q4 | – | Sell |
-6,421
| Closed | -$268K | – | 126 |
|
|
2022
Q3 | $268K | Sell |
6,421
-500
| -7% | -$24.7K | 0.18% | 113 |
|
|
2022
Q2 | $318K | Sell |
6,921
-310
| -4% | -$15.5K | 0.2% | 115 |
|
|
2022
Q1 | $386K | Sell |
7,231
-50
| -0.7% | -$3.09K | 0.2% | 112 |
|
|
2021
Q4 | $440K | Sell |
7,281
-340
| -4% | -$22.6K | 0.22% | 112 |
|
|
2021
Q3 | $535K | Sell |
7,621
-150
| -2% | -$10.5K | 0.28% | 96 |
|
|
2021
Q2 | $550K | Hold |
7,771
| – | – | 0.29% | 95 |
|
|
2021
Q1 | $565K | Sell |
7,771
-12
| -0.2% | -$801 | 0.32% | 90 |
|
|
2020
Q4 | $480K | Sell |
7,783
-682
| -8% | -$34.7K | 0.28% | 92 |
|
|
2020
Q3 | $365K | Sell |
8,465
-199
| -2% | -$9.91K | 0.24% | 91 |
|
|
2020
Q2 | $443K | Sell |
8,664
-179
| -2% | -$8.49K | 0.32% | 83 |
|
|
2020
Q1 | $372K | Sell |
8,843
-6,079
| -41% | -$408K | 0.32% | 78 |
|
|
2019
Q4 | $1.19M | Buy |
14,922
+7,921
| +113% | +$585K | 0.74% | 40 |
|
|
2019
Q3 | $484K | Buy |
7,001
+150
| +2% | +$10.2K | 0.32% | 84 |
|
|
2019
Q2 | $480K | Hold |
6,851
| – | – | 0.32% | 86 |
|
|
2019
Q1 | $426K | Hold |
6,851
| – | – | 0.3% | 94 |
|
|
2018
Q4 | $357K | Sell |
6,851
-5,935
| -46% | -$376K | 0.29% | 92 |
|
|
2018
Q3 | $917K | Buy |
12,786
+210
| +2% | +$14.8K | 0.61% | 49 |
|
|
2018
Q2 | $842K | Buy |
12,576
+413
| +3% | +$28.4K | 0.58% | 55 |
|
|
2018
Q1 | $821K | Buy |
12,163
+650
| +6% | +$48.9K | 0.59% | 56 |
|
|
2017
Q4 | $857K | Buy |
11,513
+400
| +4% | +$29.6K | 0.61% | 46 |
|
|
2017
Q3 | $808K | Buy |
11,113
+550
| +5% | +$37.5K | 0.6% | 47 |
|
|
2017
Q2 | $706K | Buy |
+10,563
| New | +$648K | 0.53% | 51 |
|
Other funds holding C
Aspen Investment Management's C Position: Q2 2026 in Review
Aspen Investment Management increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $80.8K and bringing the position to 5,465 shares worth $765K. The position accounts for 0.21% of the portfolio, ranked #110.
Aspen Investment Management first reported a position in C in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.19M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Aspen Investment Management held 5,465 shares of Citigroup worth $765K as of Q2 2026.
- Aspen Investment Management bought 621 Citigroup shares in Q2 2026, an estimated $80.8K.
- Citigroup made up 0.21% of Aspen Investment Management's portfolio in Q2 2026, its #110 holding.
- Aspen Investment Management first reported a position in Citigroup in Q2 2017 and has held it in 33 quarters since.
- Aspen Investment Management's Citigroup position peaked at $1.19M in Q4 2019.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.