Future Financial Wealth Management’s Citigroup C Stock Holding History

Future Financial Wealth 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 Q4	–	Sell	-1,500	Closed	-$152K	–	162
2025 Q3	$152K	Hold	1,500	–	–	0.1%	142
2025 Q2	$128K	Hold	1,500	–	–	0.09%	145
2025 Q1	$106K	Hold	1,500	–	–	0.08%	149
2024 Q4	$106K	Hold	1,500	–	–	0.08%	155
2024 Q3	$93.9K	Buy	+1,500	New	+$92.8K	0.07%	175
2024 Q2	–	Sell	-1,500	Closed	-$94.9K	–	163
2024 Q1	$94.9K	Buy	+1,500	New	+$83.5K	0.07%	177
2022 Q2	–	Sell	-1,500	Closed	-$80K	–	172
2022 Q1	$80K	Sell	1,500 -275	-15%	-$17K	0.07%	213
2021 Q4	$112K	Buy	+1,775	New	+$118K	0.09%	180
2021 Q2	–	Sell	-2,775	Closed	-$202K	–	125
2021 Q1	$202K	Sell	2,775 -1,000	-26%	-$66.8K	0.23%	104
2020 Q4	$233K	Buy	+3,775	New	+$192K	0.27%	101

Other funds holding C

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Future Financial Wealth Management's C Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Citigroup (C) in Q4 2025, closing a stake of 1,500 shares — an estimated $152K sold.

Future Financial Wealth Management first reported a position in C in Q4 2020 and held it in 10 quarters. The position peaked at $233K in Q4 2020. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

Future Financial Wealth Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,500 Citigroup shares in Q4 2025, an estimated $152K.
Future Financial Wealth Management first reported a position in Citigroup in Q4 2020 and held it in 10 quarters.
Future Financial Wealth Management's Citigroup position peaked at $233K in Q4 2020.
2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.