CarsonAllaria Wealth Management’s Citigroup C Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-381	Closed	-$32.4K	–	112
2025 Q2	$32.4K	Buy	381 +1	+0.3%	+$72	0.02%	162
2025 Q1	$27K	Buy	380 +16	+4%	+$1.22K	0.02%	172
2024 Q4	$25.7K	Buy	364 +1	+0.3%	+$67	0.01%	176
2024 Q3	$22.8K	Buy	363 +218	+150%	+$13.5K	0.01%	195
2024 Q2	$9.23K	Buy	145 +1	+0.7%	+$62	0.01%	255
2024 Q1	$9.13K	Buy	144 +1	+0.7%	+$56	0.01%	257
2023 Q4	$7.36K	Buy	143 +2	+1%	+$89	0.01%	239
2023 Q3	$5.81K	Buy	141 +2	+1%	+$88	﹤0.01%	248
2023 Q2	$6.42K	Buy	139 +2	+1%	+$94	0.01%	253
2023 Q1	$6.47K	Buy	137 +1	+0.7%	+$49	0.01%	240
2022 Q4	$6K	Buy	136 +19	+16%	+$863	0.01%	221
2022 Q3	$5K	Buy	117 +1	+0.9%	+$49	﹤0.01%	226
2022 Q2	$5K	Buy	+116	New	+$5.8K	﹤0.01%	228

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CarsonAllaria Wealth Management's C Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Citigroup (C) in Q3 2025, closing a stake of 381 shares — an estimated $32.4K sold.

CarsonAllaria Wealth Management first reported a position in C in Q2 2022 and held it in 13 quarters. The position peaked at $32.4K in Q2 2025. 2,220 funds tracked by Wall St. Rank hold C as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 381 Citigroup shares in Q3 2025, an estimated $32.4K.
CarsonAllaria Wealth Management first reported a position in Citigroup in Q2 2022 and held it in 13 quarters.
CarsonAllaria Wealth Management's Citigroup position peaked at $32.4K in Q2 2025.
2,220 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.