Elmwood Wealth Management’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 | $968K | Buy |
6,919
+99
| +1% | +$12.9K | 0.24% | 93 |
|
|
2026
Q1 | $773K | Sell |
6,820
-25
| -0.4% | -$2.85K | 0.21% | 99 |
|
|
2025
Q4 | $799K | Buy |
6,845
+85
| +1% | +$8.83K | 0.25% | 94 |
|
|
2025
Q3 | $686K | Buy |
6,760
+360
| +6% | +$34.2K | 0.24% | 90 |
|
|
2025
Q2 | $545K | Hold |
6,400
| – | – | 0.22% | 93 |
|
|
2025
Q1 | $454K | Sell |
6,400
-100
| -2% | -$7.63K | 0.19% | 100 |
|
|
2024
Q4 | $458K | Hold |
6,500
| – | – | 0.18% | 99 |
|
|
2024
Q3 | $407K | Sell |
6,500
-75
| -1% | -$4.64K | 0.17% | 103 |
|
|
2024
Q2 | $417K | Sell |
6,575
-325
| -5% | -$20K | 0.19% | 96 |
|
|
2024
Q1 | $436K | Buy |
6,900
+2,310
| +50% | +$129K | 0.19% | 97 |
|
|
2023
Q4 | $236K | Sell |
4,590
-3,539
| -44% | -$157K | 0.17% | 103 |
|
|
2023
Q3 | $334K | Sell |
8,129
-116
| -1% | -$5.09K | 0.16% | 103 |
|
|
2023
Q2 | $380K | Sell |
8,245
-125
| -1% | -$5.86K | 0.18% | 96 |
|
|
2023
Q1 | $392K | Buy |
8,370
+320
| +4% | +$15.7K | 0.19% | 96 |
|
|
2022
Q4 | $364K | Buy |
8,050
+100
| +1% | +$4.54K | 0.18% | 97 |
|
|
2022
Q3 | $331K | Buy |
7,950
+1,190
| +18% | +$58.8K | 0.17% | 95 |
|
|
2022
Q2 | $311K | Sell |
6,760
-100
| -1% | -$5K | 0.18% | 96 |
|
|
2022
Q1 | $366K | Buy |
6,860
+4,950
| +259% | +$306K | 0.19% | 92 |
|
|
2021
Q4 | $115K | Buy |
+1,910
| New | +$127K | 0.05% | 143 |
|
|
2021
Q2 | $45K | Hold |
635
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $46K | Buy |
+635
| New | +$42.4K | 0.03% | 169 |
|
|
2020
Q3 | $58K | Hold |
1,135
| – | – | 0.05% | 124 |
|
|
2020
Q2 | $58K | Sell |
1,135
-15,621
| -93% | -$741K | 0.05% | 124 |
|
|
2020
Q1 | $1.13M | Buy |
16,756
+2,121
| +14% | +$142K | 1.08% | 34 |
|
|
2019
Q4 | $1.17M | Sell |
14,635
-293
| -2% | -$21.6K | 1.02% | 38 |
|
|
2019
Q3 | $1.03M | Sell |
14,928
-225
| -1% | -$15.3K | 1.04% | 38 |
|
|
2019
Q2 | $1.06M | Sell |
15,153
-124
| -0.8% | -$8.3K | 0.94% | 39 |
|
|
2019
Q1 | $951K | Sell |
15,277
-1,010
| -6% | -$62.7K | 0.88% | 42 |
|
|
2018
Q4 | $848K | Sell |
16,287
-1,125
| -6% | -$71.2K | 0.82% | 42 |
|
|
2018
Q3 | $1.25M | Buy |
17,412
+331
| +2% | +$23.4K | 1.04% | 33 |
|
|
2018
Q2 | $1.14M | Buy |
17,081
+325
| +2% | +$22.4K | 1.04% | 34 |
|
|
2018
Q1 | $1.13M | Buy |
+16,756
| New | +$1.26M | 1.08% | 34 |
|
Other funds holding C
Elmwood Wealth Management's C Position: Q2 2026 in Review
Elmwood Wealth Management increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $12.9K and bringing the position to 6,919 shares worth $968K. The position accounts for 0.24% of the portfolio, ranked #93.
Elmwood Wealth Management first reported a position in C in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.25M in Q3 2018. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Elmwood Wealth Management held 6,919 shares of Citigroup worth $968K as of Q2 2026.
- Elmwood Wealth Management bought 99 Citigroup shares in Q2 2026, an estimated $12.9K.
- Citigroup made up 0.24% of Elmwood Wealth Management's portfolio in Q2 2026, its #93 holding.
- Elmwood Wealth Management first reported a position in Citigroup in Q1 2018 and has held it in 32 quarters since.
- Elmwood Wealth Management's Citigroup position peaked at $1.25M in Q3 2018.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.