Global Retirement Partners’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$7.52M Buy
64,485
+23,837
+59% +$2.48M 0.13% 146
2025
Q3
$4.13M Buy
40,648
+2,289
+6% +$217K 0.09% 200
2025
Q2
$3.27M Buy
+38,359
New +$2.77M 0.08% 228
2024
Q4
$2.16M Buy
30,705
+18,907
+160% +$1.27M 0.06% 287
2024
Q3
$739K Sell
11,798
-760
-6% -$47K 0.02% 524
2024
Q2
$797K Buy
12,558
+2,607
+26% +$161K 0.03% 484
2024
Q1
$629K Buy
9,951
+307
+3% +$17.1K 0.02% 472
2023
Q4
$500K Sell
9,644
-844
-8% -$37.4K 0.02% 499
2023
Q3
$418K Buy
10,488
+764
+8% +$33.5K 0.02% 476
2023
Q2
$448K Buy
9,724
+340
+4% +$15.9K 0.02% 466
2023
Q1
$429K Buy
9,384
+2,463
+36% +$121K 0.02% 459
2022
Q4
$313K Buy
6,921
+2,199
+47% +$99.9K 0.02% 475
2022
Q3
$217K Sell
4,722
-120
-2% -$5.93K 0.02% 543
2022
Q2
$223K Buy
4,842
+270
+6% +$13.5K 0.02% 527
2022
Q1
$241K Buy
+4,572
New +$282K 0.02% 513
2021
Q4
Sell
-3,161
Closed -$222K 446
2021
Q3
$222K Buy
3,161
+235
+8% +$16.4K 0.02% 447
2021
Q2
$207K Sell
2,926
-629
-18% -$46.5K 0.02% 447
2021
Q1
$259K Buy
3,555
+734
+26% +$49K 0.03% 371
2020
Q4
$174K Sell
2,821
-23,516
-89% -$1.2M 0.02% 424
2020
Q3
$1.14M Hold
26,337
0.17% 133
2020
Q2
$1.35M Sell
26,337
-332
-1% -$15.8K 0.21% 106
2020
Q1
$1.12M Sell
26,669
-1,459
-5% -$97.9K 0.21% 101
2019
Q4
$2.25M Sell
28,128
-627
-2% -$46.3K 0.34% 64
2019
Q3
$1.99M Sell
28,755
-16,040
-36% -$1.09M 0.33% 70
2019
Q2
$3.14M Buy
44,795
+2,244
+5% +$150K 0.6% 31
2019
Q1
$2.65M Sell
42,551
-2,752
-6% -$171K 0.64% 32
2018
Q4
$2.36M Sell
45,303
-1,364
-3% -$86.4K 0.6% 38
2018
Q3
$3.35M Buy
46,667
+4,920
+12% +$348K 0.76% 28
2018
Q2
$2.79M Buy
41,747
+3,591
+9% +$247K 0.71% 28
2018
Q1
$2.58M Buy
38,156
+8,814
+30% +$663K 0.71% 23
2017
Q4
$2.18M Buy
29,342
+25,943
+763% +$1.92M 0.6% 24
2017
Q3
$247K Buy
3,399
+126
+4% +$8.6K 0.1% 196
2017
Q2
$219K Buy
3,273
+1,400
+75% +$85.9K 0.1% 188
2017
Q1
$112K Buy
1,873
+402
+27% +$23.8K 0.06% 258
2016
Q4
$87K Buy
+1,471
New +$79.4K 0.06% 256

Other funds holding C

Global Retirement Partners's C Position: Q4 2025 in Review

Global Retirement Partners increased its Citigroup (C) stake by 59% in Q4 2025, buying an estimated $2.48M and bringing the position to 64,485 shares worth $7.52M. The position accounts for 0.13% of the portfolio, ranked #146.

Global Retirement Partners first reported a position in C in Q4 2016 and has held it in 35 quarters since. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Global Retirement Partners held 64,485 shares of Citigroup worth $7.52M as of Q4 2025.
  • Global Retirement Partners bought 23,837 Citigroup shares in Q4 2025, an estimated $2.48M.
  • Citigroup made up 0.13% of Global Retirement Partners's portfolio in Q4 2025, its #146 holding.
  • Global Retirement Partners first reported a position in Citigroup in Q4 2016 and has held it in 35 quarters since.
  • 2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.