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Carolinas Wealth Consulting’s Citigroup C Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-562
Closed -$39.9K – 120
2025
Q1 		$39.9K Sell
562
-566
-50% -$43.2K 0.01% 379
2024
Q4 		$79.3K Buy
1,128
+344
+44% +$23.2K 0.02% 290
2024
Q3 		$49K Sell
784
-5
-0.6% -$309 0.01% 366
2024
Q2 		$50K Sell
789
-11
-1% -$678 0.01% 366
2024
Q1 		$50.6K Buy
800
+16
+2% +$890 0.01% 371
2023
Q4 		$40.3K Buy
784
+20
+3% +$885 0.01% 366
2023
Q3 		$30.2K Sell
764
-283
-27% -$12.4K 0.01% 377
2023
Q2 		$48.2K Sell
1,047
-47
-4% -$2.2K 0.01% 350
2023
Q1 		$51.3K Buy
1,094
+6
+0.6% +$294 0.01% 356
2022
Q4 		$49.2K Sell
1,088
-2,316
-68% -$105K 0.01% 363
2022
Q3 		$142K Sell
3,404
-710
-17% -$35.1K 0.04% 189
2022
Q2 		$189K Buy
4,114
+35
+0.9% +$1.75K 0.05% 167
2022
Q1 		$218K Sell
4,079
-640
-14% -$39.5K 0.05% 160
2021
Q4 		$285K Sell
4,719
-643
-12% -$42.8K 0.06% 137
2021
Q3 		$376K Sell
5,362
-60
-1% -$4.19K 0.09% 102
2021
Q2 		$384K Buy
5,422
+848
+19% +$62.7K 0.08% 108
2021
Q1 		$333K Buy
4,574
+598
+15% +$39.9K 0.08% 114
2020
Q4 		$245K Buy
3,976
+959
+32% +$48.7K 0.07% 132
2020
Q3 		$130K Buy
3,017
+1,905
+171% +$94.9K 0.04% 165
2020
Q2 		$57K Buy
+1,112
New +$52.8K 0.02% 188
2020
Q1 		– Sell
-2,800
Closed -$220K – 169
2019
Q4 		$220K Buy
+2,800
New +$207K 0.23% 57

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carolinas Wealth Consulting's C Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Citigroup (C) in Q2 2025, closing a stake of 562 shares — an estimated $39.9K sold.

Carolinas Wealth Consulting first reported a position in C in Q4 2019 and held it in 21 quarters. The position peaked at $384K in Q2 2021. 2,065 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 562 Citigroup shares in Q2 2025, an estimated $39.9K.
  • Carolinas Wealth Consulting first reported a position in Citigroup in Q4 2019 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Citigroup position peaked at $384K in Q2 2021.
  • 2,065 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.