CGF
C icon

Constant Guidance Financial’s Citigroup C Stock Holding History

Constant Guidance Financial’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
Q1 		– Sell
-49,325
Closed -$3.47M – 32
2024
Q4 		$3.47M Buy
+49,325
New +$3.32M 2.99% 8
2024
Q3 		– Sell
-36,024
Closed -$2.26M – 31
2024
Q2 		$2.26M Sell
36,024
-6,505
-15% -$401K 2.35% 9
2024
Q1 		$2.61M Sell
42,529
-17,383
-29% -$967K 2.4% 9
2023
Q4 		$3.08M Buy
+59,912
New +$2.65M 3.14% 7

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Constant Guidance Financial's C Position: Q1 2025 in Review

Constant Guidance Financial sold out of Citigroup (C) in Q1 2025, closing a stake of 49,325 shares — an estimated $3.47M sold.

Constant Guidance Financial first reported a position in C in Q4 2023 and held it in 4 quarters. The position peaked at $3.47M in Q4 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Constant Guidance Financial reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Constant Guidance Financial sold 49,325 Citigroup shares in Q1 2025, an estimated $3.47M.
  • Constant Guidance Financial first reported a position in Citigroup in Q4 2023 and held it in 4 quarters.
  • Constant Guidance Financial's Citigroup position peaked at $3.47M in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Constant Guidance Financial's 13F filing for Q1 2025, filed 13 May 2025.