Dumont & Blake 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 | $1.03M | Sell |
7,334
-315
| -4% | -$41K | 0.23% | 98 |
|
|
2026
Q1 | $867K | Sell |
7,649
-734
| -9% | -$83.6K | 0.22% | 113 |
|
|
2025
Q4 | $978K | Buy |
8,383
+414
| +5% | +$43K | 0.24% | 97 |
|
|
2025
Q3 | $809K | Sell |
7,969
-203
| -2% | -$19.3K | 0.2% | 114 |
|
|
2025
Q2 | $696K | Buy |
8,172
+74
| +0.9% | +$5.35K | 0.18% | 121 |
|
|
2025
Q1 | $575K | Sell |
8,098
-92
| -1% | -$7.01K | 0.16% | 127 |
|
|
2024
Q4 | $577K | Buy |
8,190
+37
| +0.5% | +$2.49K | 0.15% | 130 |
|
|
2024
Q3 | $510K | Sell |
8,153
-7,888
| -49% | -$488K | 0.14% | 137 |
|
|
2024
Q2 | $1.02M | Buy |
16,041
+8,056
| +101% | +$497K | 0.14% | 136 |
|
|
2024
Q1 | $505K | Buy |
7,985
+235
| +3% | +$13.1K | 0.15% | 134 |
|
|
2023
Q4 | $399K | Sell |
7,750
-345
| -4% | -$15.3K | 0.12% | 140 |
|
|
2023
Q3 | $333K | Sell |
8,095
-97
| -1% | -$4.26K | 0.11% | 142 |
|
|
2023
Q2 | $377K | Buy |
8,192
+15
| +0.2% | +$703 | 0.12% | 141 |
|
|
2023
Q1 | $383K | Buy |
8,177
+475
| +6% | +$23.3K | 0.13% | 138 |
|
|
2022
Q4 | $348K | Sell |
7,702
-1,170
| -13% | -$53.1K | 0.12% | 144 |
|
|
2022
Q3 | $370K | Buy |
8,872
+100
| +1% | +$4.94K | 0.14% | 139 |
|
|
2022
Q2 | $403K | Sell |
8,772
-318
| -3% | -$15.9K | 0.13% | 142 |
|
|
2022
Q1 | $485K | Buy |
9,090
+78
| +0.9% | +$4.82K | 0.13% | 145 |
|
|
2021
Q4 | $544K | Sell |
9,012
-40
| -0.4% | -$2.66K | 0.14% | 135 |
|
|
2021
Q3 | $635K | Buy |
9,052
+275
| +3% | +$19.2K | 0.18% | 127 |
|
|
2021
Q2 | $621K | Buy |
8,777
+70
| +0.8% | +$5.18K | 0.18% | 129 |
|
|
2021
Q1 | $633K | Buy |
8,707
+294
| +3% | +$19.6K | 0.19% | 122 |
|
|
2020
Q4 | $519K | Sell |
8,413
-119
| -1% | -$6.05K | 0.18% | 121 |
|
|
2020
Q3 | $368K | Buy |
8,532
+570
| +7% | +$28.4K | 0.14% | 126 |
|
|
2020
Q2 | $407K | Buy |
7,962
+370
| +5% | +$17.6K | 0.17% | 127 |
|
|
2020
Q1 | $320K | Buy |
7,592
+75
| +1% | +$5.03K | 0.16% | 129 |
|
|
2019
Q4 | $601K | Buy |
7,517
+35
| +0.5% | +$2.59K | 0.24% | 114 |
|
|
2019
Q3 | $517K | Buy |
7,482
+321
| +4% | +$21.8K | 0.22% | 115 |
|
|
2019
Q2 | $502K | Buy |
7,161
+45
| +0.6% | +$3.01K | 0.21% | 117 |
|
|
2019
Q1 | $443K | Buy |
7,116
+30
| +0.4% | +$1.86K | 0.19% | 125 |
|
|
2018
Q4 | $369K | Sell |
7,086
-3,280
| -32% | -$208K | 0.17% | 131 |
|
|
2018
Q3 | $744K | Buy |
10,366
+380
| +4% | +$26.9K | 0.29% | 110 |
|
|
2018
Q2 | $668K | Buy |
+9,986
| New | +$688K | 0.28% | 114 |
|
Other funds holding C
Dumont & Blake Investment Advisors's C Position: Q2 2026 in Review
Dumont & Blake Investment Advisors reduced its Citigroup (C) stake by 4.1% in Q2 2026, selling an estimated $41K and leaving 7,334 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #98.
Dumont & Blake Investment Advisors first reported a position in C in Q2 2018 and has held it in 33 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Dumont & Blake Investment Advisors held 7,334 shares of Citigroup worth $1.03M as of Q2 2026.
- Dumont & Blake Investment Advisors sold 315 Citigroup shares in Q2 2026, an estimated $41K.
- Citigroup made up 0.23% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #98 holding.
- Dumont & Blake Investment Advisors first reported a position in Citigroup in Q2 2018 and has held it in 33 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.