Bartlett & Co Wealth 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 | $700K | Buy |
4,999
+418
| +9% | +$54.4K | 0.01% | 317 |
|
|
2026
Q1 | $578K | Sell |
4,581
-143
| -3% | -$16.3K | 0.01% | 327 |
|
|
2025
Q4 | $551K | Sell |
4,724
-524
| -10% | -$54.4K | 0.01% | 320 |
|
|
2025
Q3 | $533K | Sell |
5,248
-360
| -6% | -$34.2K | 0.01% | 330 |
|
|
2025
Q2 | $477K | Sell |
5,608
-215
| -4% | -$15.5K | 0.01% | 338 |
|
|
2025
Q1 | $413K | Sell |
5,823
-126
| -2% | -$9.61K | 0.01% | 352 |
|
|
2024
Q4 | $419K | Sell |
5,949
-765
| -11% | -$51.6K | 0.01% | 344 |
|
|
2024
Q3 | $420K | Hold |
6,714
| – | – | 0.01% | 351 |
|
|
2024
Q2 | $426K | Sell |
6,714
-369
| -5% | -$22.8K | 0.01% | 343 |
|
|
2024
Q1 | $448K | Buy |
7,083
+43
| +0.6% | +$2.39K | 0.01% | 340 |
|
|
2023
Q4 | $363K | Sell |
7,040
-6,768
| -49% | -$300K | 0.01% | 390 |
|
|
2023
Q3 | $568K | Sell |
13,808
-3,395
| -20% | -$149K | 0.01% | 316 |
|
|
2023
Q2 | $792K | Buy |
17,203
+14,250
| +483% | +$667K | 0.01% | 297 |
|
|
2023
Q1 | $138K | Hold |
2,953
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $134K | Sell |
2,953
-308
| -9% | -$14K | ﹤0.01% | 433 |
|
|
2022
Q3 | $136K | Sell |
3,261
-35
| -1% | -$1.73K | ﹤0.01% | 420 |
|
|
2022
Q2 | $152K | Buy |
3,296
+61
| +2% | +$3.05K | ﹤0.01% | 407 |
|
|
2022
Q1 | $173K | Sell |
3,235
-1,113
| -26% | -$68.8K | ﹤0.01% | 404 |
|
|
2021
Q4 | $263K | Buy |
4,348
+1,649
| +61% | +$110K | ﹤0.01% | 363 |
|
|
2021
Q3 | $189K | Sell |
2,699
-85
| -3% | -$5.94K | ﹤0.01% | 341 |
|
|
2021
Q2 | $197K | Sell |
2,784
-200
| -7% | -$14.8K | ﹤0.01% | 334 |
|
|
2021
Q1 | $217K | Buy |
2,984
+30
| +1% | +$2K | ﹤0.01% | 326 |
|
|
2020
Q4 | $182K | Buy |
2,954
+85
| +3% | +$4.32K | ﹤0.01% | 337 |
|
|
2020
Q3 | $124K | Sell |
2,869
-310
| -10% | -$15.4K | ﹤0.01% | 356 |
|
|
2020
Q2 | $162K | Buy |
3,179
+258
| +9% | +$12.2K | ﹤0.01% | 329 |
|
|
2020
Q1 | $123K | Sell |
2,921
-2,203
| -43% | -$148K | ﹤0.01% | 342 |
|
|
2019
Q4 | $409K | Hold |
5,124
| – | – | 0.01% | 275 |
|
|
2019
Q3 | $354K | Buy |
5,124
+2,853
| +126% | +$194K | 0.01% | 278 |
|
|
2019
Q2 | $159K | Buy |
2,271
+2,027
| +831% | +$136K | 0.01% | 273 |
|
|
2019
Q1 | $15.2K | Sell |
244
-73
| -23% | -$4.53K | ﹤0.01% | 546 |
|
|
2018
Q4 | $16.5K | Hold |
317
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $22.7K | Sell |
317
-20
| -6% | -$1.41K | ﹤0.01% | 528 |
|
|
2018
Q2 | $22.6K | Hold |
337
| – | – | ﹤0.01% | 513 |
|
|
2018
Q1 | $22.7K | Buy |
+337
| New | +$25.3K | ﹤0.01% | 526 |
|
Other funds holding C
Bartlett & Co Wealth Management's C Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Citigroup (C) stake by 9.1% in Q2 2026, buying an estimated $54.4K and bringing the position to 4,999 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #317.
Bartlett & Co Wealth Management first reported a position in C in Q1 2018 and has held it in 34 quarters since. The position peaked at $792K in Q2 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Bartlett & Co Wealth Management held 4,999 shares of Citigroup worth $700K as of Q2 2026.
- Bartlett & Co Wealth Management bought 418 Citigroup shares in Q2 2026, an estimated $54.4K.
- Citigroup made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #317 holding.
- Bartlett & Co Wealth Management first reported a position in Citigroup in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Citigroup position peaked at $792K in Q2 2023.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.