Halbert Hargrove Global Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-53
| Closed | -$7.44K | – | 403 |
|
|
2026
Q2 | $7.44K | Buy |
+53
| New | +$6.9K | ﹤0.01% | 326 |
|
|
2025
Q4 | – | Sell |
-57
| Closed | -$5.79K | – | 415 |
|
|
2025
Q3 | $5.79K | Buy |
+57
| New | +$5.41K | ﹤0.01% | 395 |
|
|
2025
Q2 | – | Sell |
-15
| Closed | -$1.04K | – | 360 |
|
|
2025
Q1 | $1.04K | Buy |
+15
| New | +$1.14K | ﹤0.01% | 443 |
|
|
2022
Q2 | – | Sell |
-4,077
| Closed | -$218K | – | 153 |
|
|
2022
Q1 | $218K | Buy |
4,077
+268
| +7% | +$16.6K | 0.01% | 152 |
|
|
2021
Q4 | $230K | Sell |
3,809
-375
| -9% | -$24.9K | 0.01% | 143 |
|
|
2021
Q3 | $294K | Buy |
4,184
+55
| +1% | +$3.84K | 0.02% | 103 |
|
|
2021
Q2 | $292K | Buy |
4,129
+225
| +6% | +$16.6K | 0.02% | 114 |
|
|
2021
Q1 | $284K | Buy |
3,904
+126
| +3% | +$8.41K | 0.02% | 97 |
|
|
2020
Q4 | $233K | Buy |
+3,778
| New | +$192K | 0.02% | 103 |
|
|
2020
Q1 | – | Sell |
-3,737
| Closed | -$298K | – | 84 |
|
|
2019
Q4 | $298K | Sell |
3,737
-351
| -9% | -$25.9K | 0.08% | 58 |
|
|
2019
Q3 | $282K | Sell |
4,088
-100
| -2% | -$6.8K | 0.07% | 62 |
|
|
2019
Q2 | $293K | Buy |
+4,188
| New | +$280K | 0.08% | 57 |
|
|
2019
Q1 | – | Sell |
-4,243
| Closed | -$221K | – | 45 |
|
|
2018
Q4 | $221K | Sell |
4,243
-308
| -7% | -$19.5K | 0.05% | 67 |
|
|
2018
Q3 | $326K | Sell |
4,551
-97
| -2% | -$6.86K | 0.08% | 49 |
|
|
2018
Q2 | $311K | Buy |
4,648
+54
| +1% | +$3.72K | 0.08% | 50 |
|
|
2018
Q1 | $310K | Buy |
4,594
+160
| +4% | +$12K | 0.08% | 48 |
|
|
2017
Q4 | $330K | Sell |
4,434
-118
| -3% | -$8.73K | 0.09% | 43 |
|
|
2017
Q3 | $331K | Sell |
4,552
-184
| -4% | -$12.6K | 0.09% | 39 |
|
|
2017
Q2 | $317K | Buy |
4,736
+74
| +2% | +$4.54K | 0.08% | 48 |
|
|
2017
Q1 | $279K | Sell |
4,662
-85
| -2% | -$5.03K | 0.07% | 61 |
|
|
2016
Q4 | $282K | Buy |
4,747
+316
| +7% | +$17K | 0.08% | 56 |
|
|
2016
Q3 | $209K | Sell |
4,431
-371
| -8% | -$16.9K | 0.06% | 65 |
|
|
2016
Q2 | $204K | Buy |
+4,802
| New | +$212K | 0.06% | 73 |
|
|
2016
Q1 | – | Sell |
-5,067
| Closed | -$262K | – | 80 |
|
|
2015
Q4 | $262K | Sell |
5,067
-462
| -8% | -$24.5K | 0.11% | 74 |
|
|
2015
Q3 | $274K | Sell |
5,529
-5,907
| -52% | -$323K | 0.13% | 64 |
|
|
2015
Q2 | $632K | Sell |
11,436
-40
| -0.3% | -$2.18K | 0.15% | 56 |
|
|
2015
Q1 | $591K | Buy |
11,476
+2,718
| +31% | +$138K | 0.19% | 68 |
|
|
2014
Q4 | $474K | Buy |
8,758
+3,421
| +64% | +$182K | 0.24% | 42 |
|
|
2014
Q3 | $277K | Sell |
5,337
-87
| -2% | -$4.37K | 0.08% | 104 |
|
|
2014
Q2 | $255K | Sell |
5,424
-74
| -1% | -$3.52K | 0.08% | 96 |
|
|
2014
Q1 | $262K | Sell |
5,498
-598
| -10% | -$29.8K | 0.08% | 96 |
|
|
2013
Q4 | $318K | Sell |
6,096
-576
| -9% | -$29.2K | 0.1% | 81 |
|
|
2013
Q3 | $324K | Sell |
6,672
-211
| -3% | -$10.7K | 0.11% | 70 |
|
|
2013
Q2 | $330K | Buy |
+6,883
| New | +$331K | 0.12% | 72 |
|
Other funds holding C
Halbert Hargrove Global Advisors's C Position: Q3 2026 in Review
Halbert Hargrove Global Advisors sold out of Citigroup (C) in Q3 2026, closing a stake of 53 shares — an estimated $7.44K sold.
Halbert Hargrove Global Advisors first reported a position in C in Q2 2013 and held it in 34 quarters. The position peaked at $632K in Q2 2015. 1,780 funds tracked by Wall St. Rank hold C as of Q3 2026.
- Halbert Hargrove Global Advisors reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
- Halbert Hargrove Global Advisors sold 53 Citigroup shares in Q3 2026, an estimated $7.44K.
- Halbert Hargrove Global Advisors first reported a position in Citigroup in Q2 2013 and held it in 34 quarters.
- Halbert Hargrove Global Advisors's Citigroup position peaked at $632K in Q2 2015.
- 1,780 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.