Belpointe Asset 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
$2.32M Sell
16,604
-1,763
-10% -$230K 0.08% 240
2026
Q1
$2.08M Sell
18,367
-63
-0.3% -$7.17K 0.08% 230
2025
Q4
$2.15M Sell
18,430
-5,338
-22% -$554K 0.08% 210
2025
Q3
$2.41M Sell
23,768
-12,590
-35% -$1.19M 0.09% 187
2025
Q2
$3.09M Buy
36,358
+2,410
+7% +$174K 0.13% 139
2025
Q1
$2.41M Sell
33,948
-841
-2% -$64.1K 0.13% 154
2024
Q4
$2.18M Sell
34,789
-1,334
-4% -$89.9K 0.13% 157
2024
Q3
$2.26M Buy
36,123
+2,081
+6% +$129K 0.14% 153
2024
Q2
$2.16M Buy
34,042
+1,676
+5% +$103K 0.15% 131
2024
Q1
$2.05M Buy
32,366
+1,688
+6% +$93.9K 0.15% 126
2023
Q4
$1.58M Buy
30,678
+2,125
+7% +$94.1K 0.14% 148
2023
Q3
$1.17M Sell
28,553
-55,382
-66% -$2.43M 0.12% 170
2023
Q2
$1.17M Sell
83,935
-45,146
-35% -$2.11M 0.12% 157
2023
Q1
$2.21M Buy
129,081
+85,502
+196% +$4.2M 0.12% 180
2022
Q4
$1.59M Buy
43,579
+2,638
+6% +$120K 0.1% 212
2022
Q3
$1.71M Buy
40,941
+5,602
+16% +$277K 0.12% 189
2022
Q2
$1.63M Buy
35,339
+3,862
+12% +$193K 0.11% 201
2022
Q1
$1.68M Sell
31,477
-3,161
-9% -$195K 0.1% 213
2021
Q4
$2.09M Sell
34,638
-652
-2% -$43.4K 0.13% 155
2021
Q3
$2.48M Buy
35,290
+5,230
+17% +$366K 0.17% 127
2021
Q2
$2.13M Sell
30,060
-272
-0.9% -$20.1K 0.15% 143
2021
Q1
$2.21M Sell
30,332
-24,423
-45% -$1.63M 0.19% 110
2020
Q4
$3.38M Buy
54,755
+39,868
+268% +$2.03M 0.3% 66
2020
Q3
$642K Buy
14,887
+359
+2% +$17.9K 0.07% 283
2020
Q2
$742K Buy
14,528
+343
+2% +$16.3K 0.1% 219
2020
Q1
$598K Sell
14,185
-616
-4% -$41.3K 0.1% 215
2019
Q4
$1.18M Buy
14,801
+3,319
+29% +$245K 0.15% 151
2019
Q3
$793K Buy
11,482
+2,946
+35% +$200K 0.13% 177
2019
Q2
$598K Buy
8,536
+53
+0.6% +$3.55K 0.12% 187
2019
Q1
$528K Buy
8,483
+161
+2% +$10K 0.1% 158
2018
Q4
$433K Sell
8,322
-7,179
-46% -$455K 0.11% 201
2018
Q3
$1.11M Buy
15,501
+1,556
+11% +$110K 0.18% 112
2018
Q2
$933K Buy
13,945
+315
+2% +$21.7K 0.26% 71
2018
Q1
$920K Sell
13,630
-989
-7% -$74.3K 0.27% 69
2017
Q4
$1.09M Buy
14,619
+43
+0.3% +$3.18K 0.24% 94
2017
Q3
$1.06M Buy
+14,576
New +$995K 0.25% 91

Other funds holding C

Belpointe Asset Management's C Position: Q2 2026 in Review

Belpointe Asset Management reduced its Citigroup (C) stake by 9.6% in Q2 2026, selling an estimated $230K and leaving 16,604 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #240.

Belpointe Asset Management first reported a position in C in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.38M in Q4 2020. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Belpointe Asset Management held 16,604 shares of Citigroup worth $2.32M as of Q2 2026.
  • Belpointe Asset Management sold 1,763 Citigroup shares in Q2 2026, an estimated $230K.
  • Citigroup made up 0.08% of Belpointe Asset Management's portfolio in Q2 2026, its #240 holding.
  • Belpointe Asset Management first reported a position in Citigroup in Q3 2017 and has held it in 36 quarters since.
  • Belpointe Asset Management's Citigroup position peaked at $3.38M in Q4 2020.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.