Clearstead Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.39M | Buy |
56,364
+25,420
| +82% | +$2.89M | 0.06% | 204 |
|
|
2025
Q4 | $3.61M | Buy |
30,944
+2,731
| +10% | +$284K | 0.05% | 242 |
|
|
2025
Q3 | $2.86M | Sell |
28,213
-19,072
| -40% | -$1.81M | 0.04% | 265 |
|
|
2025
Q2 | $4.02M | Buy |
47,285
+490
| +1% | +$35.4K | 0.06% | 218 |
|
|
2025
Q1 | $3.32M | Buy |
46,795
+2,326
| +5% | +$177K | 0.05% | 228 |
|
|
2024
Q4 | $3.13M | Buy |
44,469
+1,064
| +2% | +$71.7K | 0.05% | 233 |
|
|
2024
Q3 | $2.72M | Buy |
43,405
+2,204
| +5% | +$136K | 0.04% | 257 |
|
|
2024
Q2 | $2.61M | Buy |
41,201
+13,672
| +50% | +$843K | 0.04% | 245 |
|
|
2024
Q1 | $1.75M | Buy |
27,529
+1,682
| +7% | +$93.6K | 0.09% | 166 |
|
|
2023
Q4 | $1.33M | Buy |
25,847
+8,858
| +52% | +$392K | 0.07% | 191 |
|
|
2023
Q3 | $699K | Buy |
16,989
+7,646
| +82% | +$336K | 0.02% | 356 |
|
|
2023
Q2 | $430K | Buy |
9,343
+985
| +12% | +$46.1K | 0.03% | 308 |
|
|
2023
Q1 | $392K | Buy |
8,358
+375
| +5% | +$18.4K | 0.03% | 298 |
|
|
2022
Q4 | $361K | Sell |
7,983
-41
| -0.5% | -$1.86K | 0.03% | 299 |
|
|
2022
Q3 | $334K | Buy |
8,024
+916
| +13% | +$45.3K | 0.03% | 290 |
|
|
2022
Q2 | $327K | Sell |
7,108
-1,206
| -15% | -$60.3K | 0.03% | 301 |
|
|
2022
Q1 | $444K | Sell |
8,314
-1,110
| -12% | -$68.6K | 0.03% | 281 |
|
|
2021
Q4 | $569K | Sell |
9,424
-1,013
| -10% | -$67.4K | 0.04% | 244 |
|
|
2021
Q3 | $732K | Buy |
10,437
+1,568
| +18% | +$110K | 0.05% | 203 |
|
|
2021
Q2 | $627K | Sell |
8,869
-66
| -0.7% | -$4.88K | 0.05% | 202 |
|
|
2021
Q1 | $650K | Sell |
8,935
-425
| -5% | -$28.4K | 0.05% | 195 |
|
|
2020
Q4 | $577K | Sell |
9,360
-777
| -8% | -$39.5K | 0.05% | 196 |
|
|
2020
Q3 | $437K | Buy |
10,137
+1,052
| +12% | +$52.4K | 0.05% | 194 |
|
|
2020
Q2 | $464K | Buy |
9,085
+627
| +7% | +$29.7K | 0.05% | 182 |
|
|
2020
Q1 | $356K | Buy |
8,458
+670
| +9% | +$45K | 0.05% | 184 |
|
|
2019
Q4 | $622K | Sell |
7,788
-532
| -6% | -$39.3K | 0.08% | 157 |
|
|
2019
Q3 | $575K | Sell |
8,320
-427
| -5% | -$29K | 0.08% | 157 |
|
|
2019
Q2 | $613K | Buy |
8,747
+2,661
| +44% | +$178K | 0.08% | 152 |
|
|
2019
Q1 | $379K | Buy |
6,086
+399
| +7% | +$24.8K | 0.05% | 192 |
|
|
2018
Q4 | $296K | Buy |
5,687
+459
| +9% | +$29.1K | 0.05% | 204 |
|
|
2018
Q3 | $375K | Sell |
5,228
-574
| -10% | -$40.6K | 0.05% | 176 |
|
|
2018
Q2 | $388K | Buy |
5,802
+212
| +4% | +$14.6K | 0.06% | 165 |
|
|
2018
Q1 | $377K | Hold |
5,590
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $416K | Sell |
5,590
-193
| -3% | -$14.3K | 0.06% | 153 |
|
|
2017
Q3 | $421K | Sell |
5,783
-2,497
| -30% | -$170K | 0.05% | 168 |
|
|
2017
Q2 | $554K | Buy |
8,280
+97
| +1% | +$5.95K | 0.08% | 144 |
|
|
2017
Q1 | $490K | Buy |
8,183
+1,575
| +24% | +$93.2K | 0.07% | 145 |
|
|
2016
Q4 | $393K | Buy |
+6,608
| New | +$357K | 0.06% | 144 |
|
Other funds holding C
VCM
VPM
Clearstead Advisors's C Position: Q1 2026 in Review
Clearstead Advisors increased its Citigroup (C) stake by 82% in Q1 2026, buying an estimated $2.89M and bringing the position to 56,364 shares worth $6.39M. The position accounts for 0.06% of the portfolio, ranked #204.
Clearstead Advisors first reported a position in C in Q4 2016 and has held it in 38 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Clearstead Advisors held 56,364 shares of Citigroup worth $6.39M as of Q1 2026.
- Clearstead Advisors bought 25,420 Citigroup shares in Q1 2026, an estimated $2.89M.
- Citigroup made up 0.06% of Clearstead Advisors's portfolio in Q1 2026, its #204 holding.
- Clearstead Advisors first reported a position in Citigroup in Q4 2016 and has held it in 38 quarters since.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.