Crestwood Advisors Group’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 | $2.8M | Buy |
19,999
+1,741
| +10% | +$227K | 0.04% | 202 |
|
|
2026
Q1 | $2.07M | Buy |
18,258
+4,972
| +37% | +$566K | 0.03% | 226 |
|
|
2025
Q4 | $1.55M | Buy |
13,286
+3,328
| +33% | +$346K | 0.03% | 236 |
|
|
2025
Q3 | $1.01M | Sell |
9,958
-822
| -8% | -$78K | 0.02% | 289 |
|
|
2025
Q2 | $918K | Sell |
10,780
-38
| -0.4% | -$2.75K | 0.02% | 289 |
|
|
2025
Q1 | $768K | Buy |
10,818
+1,345
| +14% | +$103K | 0.01% | 296 |
|
|
2024
Q4 | $667K | Sell |
9,473
-85
| -0.9% | -$5.73K | 0.01% | 274 |
|
|
2024
Q3 | $598K | Buy |
9,558
+221
| +2% | +$13.7K | 0.01% | 276 |
|
|
2024
Q2 | $593K | Buy |
9,337
+2,581
| +38% | +$159K | 0.01% | 263 |
|
|
2024
Q1 | $427K | Buy |
6,756
+875
| +15% | +$48.7K | 0.01% | 300 |
|
|
2023
Q4 | $303K | Sell |
5,881
-45
| -0.8% | -$1.99K | 0.01% | 327 |
|
|
2023
Q3 | $244K | Buy |
+5,926
| New | +$260K | 0.01% | 321 |
|
|
2020
Q1 | – | Sell |
-3,438
| Closed | -$275K | – | 232 |
|
|
2019
Q4 | $275K | Sell |
3,438
-120
| -3% | -$8.87K | 0.01% | 224 |
|
|
2019
Q3 | $246K | Buy |
3,558
+555
| +18% | +$37.8K | 0.01% | 221 |
|
|
2019
Q2 | $210K | Buy |
+3,003
| New | +$201K | 0.01% | 226 |
|
|
2018
Q4 | – | Sell |
-6,063
| Closed | -$435K | – | 167 |
|
|
2018
Q3 | $435K | Hold |
6,063
| – | – | 0.03% | 112 |
|
|
2018
Q2 | $419K | Buy |
6,063
+384
| +7% | +$26.4K | 0.03% | 112 |
|
|
2018
Q1 | $383K | Buy |
5,679
+529
| +10% | +$39.8K | 0.03% | 117 |
|
|
2017
Q4 | $383K | Buy |
5,150
+200
| +4% | +$14.8K | 0.03% | 126 |
|
|
2017
Q3 | $360K | Sell |
4,950
-300
| -6% | -$20.5K | 0.03% | 117 |
|
|
2017
Q2 | $354K | Hold |
5,250
| – | – | 0.03% | 112 |
|
|
2017
Q1 | $313K | Buy |
5,250
+194
| +4% | +$11.5K | 0.03% | 113 |
|
|
2016
Q4 | $300K | Buy |
+5,056
| New | +$273K | 0.03% | 121 |
|
|
2016
Q1 | – | Sell |
-4,028
| Closed | -$208K | – | 141 |
|
|
2015
Q4 | $208K | Buy |
+4,028
| New | +$214K | 0.03% | 139 |
|
|
2015
Q3 | – | Sell |
-4,465
| Closed | -$247K | – | 144 |
|
|
2015
Q2 | $247K | Buy |
+4,465
| New | +$243K | 0.03% | 133 |
|
|
2015
Q1 | – | Sell |
-4,250
| Closed | -$230K | – | 149 |
|
|
2014
Q4 | $230K | Buy |
4,250
+199
| +5% | +$10.6K | 0.03% | 129 |
|
|
2014
Q3 | $210K | Buy |
+4,051
| New | +$204K | 0.03% | 119 |
|
|
2013
Q4 | – | Sell |
-4,275
| Closed | -$207K | – | 123 |
|
|
2013
Q3 | $207K | Sell |
4,275
-205
| -5% | -$10.4K | 0.04% | 120 |
|
|
2013
Q2 | $215K | Buy |
+4,480
| New | +$215K | 0.04% | 118 |
|
Other funds holding C
Crestwood Advisors Group's C Position: Q2 2026 in Review
Crestwood Advisors Group increased its Citigroup (C) stake by 9.5% in Q2 2026, buying an estimated $227K and bringing the position to 19,999 shares worth $2.8M. The position accounts for 0.04% of the portfolio, ranked #202.
Crestwood Advisors Group first reported a position in C in Q2 2013 and has held it in 29 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Crestwood Advisors Group held 19,999 shares of Citigroup worth $2.8M as of Q2 2026.
- Crestwood Advisors Group bought 1,741 Citigroup shares in Q2 2026, an estimated $227K.
- Citigroup made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #202 holding.
- Crestwood Advisors Group first reported a position in Citigroup in Q2 2013 and has held it in 29 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.