Evergreen Capital 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 | $21.9M | Sell |
156,204
-819
| -0.5% | -$107K | 0.38% | 57 |
|
|
2026
Q1 | $17.8M | Sell |
157,023
-1,921
| -1% | -$219K | 0.39% | 53 |
|
|
2025
Q4 | $18.5M | Sell |
158,944
-1,156
| -0.7% | -$120K | 0.41% | 54 |
|
|
2025
Q3 | $16.3M | Sell |
160,100
-13,704
| -8% | -$1.3M | 0.39% | 57 |
|
|
2025
Q2 | $14.8M | Buy |
173,804
+50,883
| +41% | +$3.68M | 0.44% | 55 |
|
|
2025
Q1 | $8.73M | Sell |
122,921
-3,064
| -2% | -$234K | 0.29% | 95 |
|
|
2024
Q4 | $8.87M | Buy |
125,985
+111,550
| +773% | +$7.52M | 0.29% | 94 |
|
|
2024
Q3 | $904K | Sell |
14,435
-1,178
| -8% | -$72.8K | 0.03% | 340 |
|
|
2024
Q2 | $991K | Buy |
15,613
+1,281
| +9% | +$79K | 0.04% | 312 |
|
|
2024
Q1 | $906K | Buy |
14,332
+820
| +6% | +$45.6K | 0.03% | 304 |
|
|
2023
Q4 | $695K | Buy |
13,512
+4,500
| +50% | +$199K | 0.03% | 348 |
|
|
2023
Q3 | $371K | Sell |
9,012
-5,216
| -37% | -$229K | 0.02% | 482 |
|
|
2023
Q2 | $655K | Sell |
14,228
-2,921
| -17% | -$137K | 0.03% | 342 |
|
|
2023
Q1 | $804K | Buy |
17,149
+6,125
| +56% | +$301K | 0.04% | 300 |
|
|
2022
Q4 | $499K | Buy |
11,024
+468
| +4% | +$21.3K | 0.02% | 369 |
|
|
2022
Q3 | $440K | Buy |
10,556
+3,496
| +50% | +$173K | 0.02% | 360 |
|
|
2022
Q2 | $324K | Buy |
7,060
+24
| +0.3% | +$1.2K | 0.02% | 407 |
|
|
2022
Q1 | $376K | Buy |
7,036
+1,186
| +20% | +$73.3K | 0.02% | 430 |
|
|
2021
Q4 | $353K | Sell |
5,850
-612
| -9% | -$40.7K | 0.01% | 434 |
|
|
2021
Q3 | $453K | Buy |
6,462
+714
| +12% | +$49.9K | 0.02% | 365 |
|
|
2021
Q2 | $407K | Buy |
5,748
+246
| +4% | +$18.2K | 0.02% | 364 |
|
|
2021
Q1 | $400K | Buy |
5,502
+1,002
| +22% | +$66.9K | 0.02% | 346 |
|
|
2020
Q4 | $277K | Sell |
4,500
-247
| -5% | -$12.6K | 0.02% | 362 |
|
|
2020
Q3 | $205K | Sell |
4,747
-1,279
| -21% | -$63.7K | 0.01% | 392 |
|
|
2020
Q2 | $308K | Sell |
6,026
-1,006
| -14% | -$47.7K | 0.02% | 305 |
|
|
2020
Q1 | $296K | Sell |
7,032
-2,363
| -25% | -$159K | 0.03% | 280 |
|
|
2019
Q4 | $751K | Buy |
9,395
+1,919
| +26% | +$142K | 0.06% | 192 |
|
|
2019
Q3 | $516K | Sell |
7,476
-457
| -6% | -$31.1K | 0.05% | 223 |
|
|
2019
Q2 | $556K | Buy |
7,933
+1,286
| +19% | +$86.1K | 0.05% | 218 |
|
|
2019
Q1 | $414K | Buy |
6,647
+269
| +4% | +$16.7K | 0.04% | 230 |
|
|
2018
Q4 | $332K | Sell |
6,378
-183
| -3% | -$11.6K | 0.03% | 250 |
|
|
2018
Q3 | $471K | Buy |
6,561
+422
| +7% | +$29.8K | 0.04% | 224 |
|
|
2018
Q2 | $411K | Sell |
6,139
-225
| -4% | -$15.5K | 0.04% | 228 |
|
|
2018
Q1 | $430K | Buy |
+6,364
| New | +$478K | 0.04% | 211 |
|
Other funds holding C
Evergreen Capital Management's C Position: Q2 2026 in Review
Evergreen Capital Management reduced its Citigroup (C) stake by 0.52% in Q2 2026, selling an estimated $107K and leaving 156,204 shares worth $21.9M. The position accounts for 0.38% of the portfolio, ranked #57.
Evergreen Capital Management first reported a position in C in Q1 2018 and has held it in 34 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Evergreen Capital Management held 156,204 shares of Citigroup worth $21.9M as of Q2 2026.
- Evergreen Capital Management sold 819 Citigroup shares in Q2 2026, an estimated $107K.
- Citigroup made up 0.38% of Evergreen Capital Management's portfolio in Q2 2026, its #57 holding.
- Evergreen Capital Management first reported a position in Citigroup in Q1 2018 and has held it in 34 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.