Avantax Advisory Services’s Citigroup C Stock Holding History

Avantax Advisory Services’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.35M	Sell	74,616 -1,603	-2%	-$116K	0.03%	373
2025 Q1	$5.41M	Buy	76,219 +6,061	+9%	+$462K	0.03%	396
2024 Q4	$4.94M	Buy	70,158 +3,811	+6%	+$257K	0.03%	403
2024 Q3	$4.15M	Sell	66,347 -1,511	-2%	-$93.4K	0.03%	439
2024 Q2	$4.31M	Buy	67,858 +26,996	+66%	+$1.66M	0.03%	418
2024 Q1	$2.58M	Sell	40,862 -2,347	-5%	-$131K	0.02%	474
2023 Q4	$2.22M	Sell	43,209 -7,093	-14%	-$314K	0.02%	475
2023 Q3	$2.07M	Sell	50,302 -1,776	-3%	-$77.9K	0.02%	451
2023 Q2	$2.4M	Sell	52,078 -948	-2%	-$44.4K	0.03%	406
2023 Q1	$2.49M	Buy	53,026 +2,064	+4%	+$101K	0.03%	378
2022 Q4	$2.3M	Sell	50,962 -1,432	-3%	-$65.1K	0.03%	378
2022 Q3	$2.18M	Buy	52,394 +566	+1%	+$28K	0.03%	354
2022 Q2	$2.38M	Buy	51,828 +5,256	+11%	+$263K	0.04%	342
2022 Q1	$2.49M	Buy	46,572 +5,284	+13%	+$326K	0.03%	328
2021 Q4	$2.49M	Buy	41,288 +307	+0.7%	+$20.4K	0.04%	321
2021 Q3	$2.88M	Buy	40,981 +4,437	+12%	+$310K	0.05%	273
2021 Q2	$2.58M	Buy	36,544 +4,282	+13%	+$317K	0.05%	281
2021 Q1	$2.35M	Buy	32,262 +4,725	+17%	+$315K	0.05%	259
2020 Q4	$1.69M	Sell	27,537 -36,767	-57%	-$1.87M	0.04%	297
2020 Q3	$2.77M	Buy	64,304 +45,187	+236%	+$2.25M	0.04%	301
2020 Q2	$981K	Buy	19,117 +3,598	+23%	+$171K	0.03%	349
2020 Q1	$650K	Sell	15,519 -2,013	-11%	-$135K	0.02%	380
2019 Q4	$1.4M	Buy	17,532 +9,230	+111%	+$682K	0.03%	274
2019 Q3	$570K	Buy	8,302 +867	+12%	+$59K	0.02%	303
2019 Q2	$521K	Sell	7,435 -521	-7%	-$34.9K	0.02%	288
2019 Q1	$495K	Buy	7,956 +1,663	+26%	+$103K	0.03%	276
2018 Q4	$324K	Buy	+6,293	New	+$398K	0.05%	287

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's C Position: Q2 2025 in Review

Avantax Advisory Services reduced its Citigroup (C) stake by 2.1% in Q2 2025, selling an estimated $116K and leaving 74,616 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #373.

Avantax Advisory Services first reported a position in C in Q4 2018 and has held it in 27 quarters since. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Avantax Advisory Services held 74,616 shares of Citigroup worth $6.35M as of Q2 2025.
Avantax Advisory Services sold 1,603 Citigroup shares in Q2 2025, an estimated $116K.
Citigroup made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #373 holding.
Avantax Advisory Services first reported a position in Citigroup in Q4 2018 and has held it in 27 quarters since.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.