Flaharty Asset Management’s Citigroup C Stock Holding History

Flaharty Asset 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 Q2	–	Sell	-602	Closed	-$42.7K	–	175
2025 Q1	$42.7K	Buy	+602	New	+$45.9K	0.01%	233
2018 Q3	–	Sell	-6,101	Closed	-$408K	–	77
2018 Q2	$408K	Buy	6,101 +200	+3%	+$13.8K	0.16%	51
2018 Q1	$400K	Buy	+5,901	New	+$444K	0.17%	63

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Flaharty Asset Management's C Position: Q2 2025 in Review

Flaharty Asset Management sold out of Citigroup (C) in Q2 2025, closing a stake of 602 shares — an estimated $42.7K sold.

Flaharty Asset Management first reported a position in C in Q1 2018 and held it in 3 quarters. The position peaked at $408K in Q2 2018. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Flaharty Asset Management reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 602 Citigroup shares in Q2 2025, an estimated $42.7K.
Flaharty Asset Management first reported a position in Citigroup in Q1 2018 and held it in 3 quarters.
Flaharty Asset Management's Citigroup position peaked at $408K in Q2 2018.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.