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Financial Advocates Investment Management’s Citigroup C Stock Holding History

Financial Advocates Investment Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,095
Closed -$429K – 728
2024
Q4 		$429K Buy
6,095
+18
+0.3% +$1.21K 0.02% 501
2024
Q3 		$380K Buy
6,077
+10
+0.2% +$618 0.02% 540
2024
Q2 		$385K Buy
6,067
+718
+13% +$44.3K 0.02% 507
2024
Q1 		$338K Buy
5,349
+400
+8% +$22.3K 0.02% 550
2023
Q4 		$255K Buy
+4,949
New +$219K 0.02% 617
2023
Q3 		– Sell
-4,682
Closed -$216K – 701
2023
Q2 		$216K Buy
+4,682
New +$219K 0.02% 629
2022
Q2 		– Sell
-4,518
Closed -$241K – 701
2022
Q1 		$241K Sell
4,518
-478
-10% -$29.5K 0.02% 634
2021
Q4 		$301K Buy
4,996
+88
+2% +$5.85K 0.02% 634
2021
Q3 		$345K Sell
4,908
-115
-2% -$8.04K 0.02% 572
2021
Q2 		$355K Sell
5,023
-1,394
-22% -$103K 0.02% 561
2021
Q1 		$467K Sell
6,417
-196
-3% -$13.1K 0.03% 495
2020
Q4 		$408K Buy
6,613
+969
+17% +$49.3K 0.03% 488
2020
Q3 		$243K Sell
5,644
-92
-2% -$4.58K 0.02% 528
2020
Q2 		$293K Buy
+5,736
New +$272K 0.03% 470
2020
Q1 		– Sell
-3,773
Closed -$301K – 481
2019
Q4 		$301K Sell
3,773
-512
-12% -$37.8K 0.03% 393
2019
Q3 		$296K Sell
4,285
-629
-13% -$42.8K 0.03% 380
2019
Q2 		$344K Buy
4,914
+764
+18% +$51.1K 0.04% 354
2019
Q1 		$258K Buy
4,150
+192
+5% +$11.9K 0.03% 389
2018
Q4 		$206K Sell
3,958
-4,502
-53% -$285K 0.03% 404
2018
Q3 		$607K Sell
8,460
-365
-4% -$25.8K 0.07% 256
2018
Q2 		$592K Sell
8,825
-877
-9% -$60.4K 0.07% 242
2018
Q1 		$654K Buy
9,702
+2,185
+29% +$164K 0.09% 221
2017
Q4 		$559K Buy
+7,517
New +$556K 0.08% 240

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Advocates Investment Management's C Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Citigroup (C) in Q1 2025, closing a stake of 6,095 shares — an estimated $429K sold.

Financial Advocates Investment Management first reported a position in C in Q4 2017 and held it in 23 quarters. The position peaked at $654K in Q1 2018. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,095 Citigroup shares in Q1 2025, an estimated $429K.
  • Financial Advocates Investment Management first reported a position in Citigroup in Q4 2017 and held it in 23 quarters.
  • Financial Advocates Investment Management's Citigroup position peaked at $654K in Q1 2018.
  • 2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.