Coppell Advisory Solutions’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
$1.07K Buy
+10,291
New +$1.34M ﹤0.01% 534
2025
Q1
Sell
-837
Closed -$59.1K 543
2024
Q4
$59.1K Sell
837
-141
-14% -$9.5K 0.01% 536
2024
Q3
$60.5K Sell
978
-209
-18% -$12.9K 0.01% 505
2024
Q2
$75.3K Buy
+1,187
New +$73.2K 0.01% 416
2023
Q4
$145K Buy
2,820
+2,752
+4,047% +$122K 0.03% 301
2023
Q3
$3.08K Sell
68
-70
-51% -$3.07K ﹤0.01% 799
2023
Q2
$6.4K Buy
+138
New +$6.46K ﹤0.01% 800
2023
Q1
Sell
-68
Closed -$3.08K 326
2022
Q4
$3.08K Buy
+68
New +$3.09K ﹤0.01% 800

Other funds holding C

Coppell Advisory Solutions's C Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Citigroup (C) in Q2 2026: 10,291 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in C as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in C in Q4 2022 and has held it in 8 quarters since. The position peaked at $145K in Q4 2023. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Coppell Advisory Solutions held 10,291 shares of Citigroup worth $1.07K as of Q2 2026.
  • Citigroup was a new Coppell Advisory Solutions position in Q2 2026.
  • Citigroup made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #534 holding.
  • Coppell Advisory Solutions first reported a position in Citigroup in Q4 2022 and has held it in 8 quarters since.
  • Coppell Advisory Solutions's Citigroup position peaked at $145K in Q4 2023.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.