Dana Investment 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
Q2
$2.99M Sell
21,357
-122
-0.6% -$15.9K 0.08% 260
2026
Q1
$2.44M Sell
21,479
-225
-1% -$25.6K 0.07% 274
2025
Q4
$2.53M Buy
21,704
+1,105
+5% +$115K 0.07% 266
2025
Q3
$2.09M Sell
20,599
-34
-0.2% -$3.23K 0.06% 286
2025
Q2
$1.76M Buy
20,633
+65
+0.3% +$4.7K 0.06% 302
2025
Q1
$1.46M Hold
20,568
0.05% 322
2024
Q4
$1.45M Sell
20,568
-500
-2% -$33.7K 0.05% 338
2024
Q3
$1.32M Buy
21,068
+100
+0.5% +$6.18K 0.04% 352
2024
Q2
$1.33M Buy
20,968
+312
+2% +$19.2K 0.04% 349
2024
Q1
$1.31M Hold
20,656
0.04% 346
2023
Q4
$1.06M Buy
20,656
+638
+3% +$28.2K 0.05% 243
2023
Q3
$823K Sell
20,018
-800
-4% -$35.1K 0.04% 256
2023
Q2
$958K Buy
20,818
+50
+0.2% +$2.34K 0.05% 237
2023
Q1
$974K Buy
20,768
+180
+0.9% +$8.83K 0.05% 236
2022
Q4
$931K Buy
20,588
+1,100
+6% +$50K 0.05% 237
2022
Q3
$812K Buy
19,488
+3,273
+20% +$162K 0.05% 242
2022
Q2
$746K Buy
+16,215
New +$811K 0.04% 265
2021
Q3
Sell
-27,385
Closed -$1.94M 321
2021
Q2
$1.94M Sell
27,385
-1,107
-4% -$81.9K 0.09% 136
2021
Q1
$2.07M Sell
28,492
-422
-1% -$28.2K 0.1% 138
2020
Q4
$1.78M Buy
28,914
+2,131
+8% +$108K 0.09% 149
2020
Q3
$1.16M Buy
26,783
+893
+3% +$44.5K 0.06% 187
2020
Q2
$1.32M Buy
25,890
+4,349
+20% +$206K 0.07% 171
2020
Q1
$907K Buy
21,541
+561
+3% +$37.7K 0.06% 180
2019
Q4
$1.68M Sell
20,980
-292
-1% -$21.6K 0.08% 158
2019
Q3
$1.47M Buy
21,272
+7
+0% +$476 0.07% 167
2019
Q2
$1.49M Sell
21,265
-3,616
-15% -$242K 0.07% 181
2019
Q1
$1.55M Sell
24,881
-685
-3% -$42.5K 0.07% 191
2018
Q4
$1.33M Sell
25,566
-2,859
-10% -$181K 0.07% 187
2018
Q3
$2.04M Sell
28,425
-3,313
-10% -$234K 0.08% 179
2018
Q2
$2.12M Sell
31,738
-183,835
-85% -$12.7M 0.09% 178
2018
Q1
$14.6M Buy
215,573
+57,910
+37% +$4.35M 0.66% 52
2017
Q4
$11.7M Buy
157,663
+79,391
+101% +$5.87M 0.51% 61
2017
Q3
$5.69M Buy
78,272
+40,696
+108% +$2.78M 0.26% 88
2017
Q2
$2.51M Sell
37,576
-8,462
-18% -$519K 0.12% 141
2017
Q1
$2.75M Sell
46,038
-6,643
-13% -$393K 0.13% 128
2016
Q4
$3.13M Buy
52,681
+18,389
+54% +$992K 0.15% 123
2016
Q3
$1.62M Sell
34,292
-27,422
-44% -$1.25M 0.08% 186
2016
Q2
$2.62M Sell
61,714
-3,639
-6% -$161K 0.12% 134
2016
Q1
$2.73M Buy
65,353
+42,860
+191% +$1.79M 0.12% 124
2015
Q4
$22.5K Sell
22,493
-459,675
-95% -$24.4M 1.09% 39
2015
Q3
$23.9M Buy
482,168
+422,755
+712% +$23.1M 1.13% 40
2015
Q2
$3.28M Buy
59,413
+7,270
+14% +$396K 0.15% 112
2015
Q1
$2.69M Sell
52,143
-5,721
-10% -$291K 0.13% 120
2014
Q4
$3.13M Buy
57,864
+7,611
+15% +$404K 0.13% 114
2014
Q3
$2.6M Buy
50,253
+220
+0.4% +$11.1K 0.15% 119
2014
Q2
$2.36M Buy
50,033
+2,031
+4% +$96.6K 0.14% 120
2014
Q1
$2.29M Sell
48,002
-8,106
-14% -$404K 0.14% 118
2013
Q4
$2.92M Sell
56,108
-2,924
-5% -$148K 0.19% 102
2013
Q3
$2.86M Buy
59,032
+8,648
+17% +$437K 0.21% 94
2013
Q2
$2.42M Buy
+50,384
New +$2.42M 0.18% 105

Other funds holding C

Dana Investment Advisors's C Position: Q2 2026 in Review

Dana Investment Advisors reduced its Citigroup (C) stake by 0.57% in Q2 2026, selling an estimated $15.9K and leaving 21,357 shares worth $2.99M. The position accounts for 0.08% of the portfolio, ranked #260.

Dana Investment Advisors first reported a position in C in Q2 2013 and has held it in 50 quarters since. The position peaked at $23.9M in Q3 2015. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Dana Investment Advisors held 21,357 shares of Citigroup worth $2.99M as of Q2 2026.
  • Dana Investment Advisors sold 122 Citigroup shares in Q2 2026, an estimated $15.9K.
  • Citigroup made up 0.08% of Dana Investment Advisors's portfolio in Q2 2026, its #260 holding.
  • Dana Investment Advisors first reported a position in Citigroup in Q2 2013 and has held it in 50 quarters since.
  • Dana Investment Advisors's Citigroup position peaked at $23.9M in Q3 2015.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.