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Global Financial Private Client’s Citigroup C Stock Holding History

Global Financial Private Client’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
-877
Closed -$62.3K – 419
2025
Q1 		$62.3K Buy
877
+54
+7% +$4.12K 0.02% 313
2024
Q4 		$57.9K Buy
823
+23
+3% +$1.55K 0.02% 315
2024
Q3 		$50.1K Buy
+800
New +$49.5K 0.02% 319
2020
Q3 		– Sell
-146
Closed -$7.35K – 473
2020
Q2 		$7.35K Sell
146
-121
-45% -$5.74K 0.01% 363
2020
Q1 		$10.3K Hold
267
– – 0.01% 350
2019
Q4 		$21.3K Buy
+267
New +$19.7K 0.02% 330

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Financial Private Client's C Position: Q2 2025 in Review

Global Financial Private Client sold out of Citigroup (C) in Q2 2025, closing a stake of 877 shares — an estimated $62.3K sold.

Global Financial Private Client first reported a position in C in Q4 2019 and held it in 6 quarters. The position peaked at $62.3K in Q1 2025. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Global Financial Private Client reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 877 Citigroup shares in Q2 2025, an estimated $62.3K.
  • Global Financial Private Client first reported a position in Citigroup in Q4 2019 and held it in 6 quarters.
  • Global Financial Private Client's Citigroup position peaked at $62.3K in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.