IFP 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
Q2 | $3.96M | Sell |
28,259
-971
| -3% | -$126K | 0.07% | 304 |
|
|
2026
Q1 | $3.31M | Buy |
29,230
+1,328
| +5% | +$151K | 0.07% | 315 |
|
|
2025
Q4 | $3.26M | Buy |
27,902
+16,010
| +135% | +$1.66M | 0.07% | 294 |
|
|
2025
Q3 | $1.21M | Sell |
11,892
-2,445
| -17% | -$232K | 0.03% | 534 |
|
|
2025
Q2 | $1.22M | Sell |
14,337
-3,656
| -20% | -$264K | 0.03% | 520 |
|
|
2025
Q1 | $1.28M | Sell |
17,993
-34,542
| -66% | -$2.63M | 0.04% | 487 |
|
|
2024
Q4 | $3.7M | Buy |
52,535
+3,323
| +7% | +$224K | 0.12% | 183 |
|
|
2024
Q3 | $3.08M | Buy |
49,212
+7,851
| +19% | +$485K | 0.11% | 205 |
|
|
2024
Q2 | $2.63M | Buy |
41,361
+20,433
| +98% | +$1.26M | 0.1% | 206 |
|
|
2024
Q1 | $1.32M | Buy |
20,928
+4,867
| +30% | +$271K | 0.06% | 348 |
|
|
2023
Q4 | $826K | Sell |
16,061
-8,460
| -35% | -$375K | 0.04% | 433 |
|
|
2023
Q3 | $1.01M | Sell |
24,521
-824
| -3% | -$36.2K | 0.05% | 389 |
|
|
2023
Q2 | $1.17M | Buy |
25,345
+4,345
| +21% | +$204K | 0.05% | 390 |
|
|
2023
Q1 | $1.09M | Sell |
21,000
-11,621
| -36% | -$570K | 0.05% | 368 |
|
|
2022
Q4 | $1.71M | Sell |
32,621
-19,183
| -37% | -$871K | 0.05% | 423 |
|
|
2022
Q3 | $2.71M | Buy |
51,804
+2,135
| +4% | +$105K | 0.07% | 304 |
|
|
2022
Q2 | $2.6M | Hold |
49,669
| – | – | 0.08% | 286 |
|
|
2022
Q1 | $2.6M | Buy |
49,669
+42,439
| +587% | +$2.62M | 0.08% | 286 |
|
|
2021
Q4 | $440K | Sell |
7,230
-3,778
| -34% | -$251K | 0.01% | 641 |
|
|
2021
Q3 | $775K | Sell |
11,008
-567
| -5% | -$39.6K | 0.02% | 461 |
|
|
2021
Q2 | $818K | Sell |
11,575
-1,165
| -9% | -$86.2K | 0.02% | 416 |
|
|
2021
Q1 | $927K | Sell |
12,740
-188
| -1% | -$12.6K | 0.02% | 374 |
|
|
2020
Q4 | $794K | Buy |
12,928
+1,959
| +18% | +$99.6K | 0.03% | 391 |
|
|
2020
Q3 | $469K | Sell |
10,969
-17
| -0.2% | -$847 | 0.03% | 445 |
|
|
2020
Q2 | $551K | Buy |
10,986
+1,209
| +12% | +$57.4K | 0.04% | 394 |
|
|
2020
Q1 | $449K | Sell |
9,777
-1,892
| -16% | -$127K | 0.05% | 378 |
|
|
2019
Q4 | $931K | Sell |
11,669
-1,567
| -12% | -$116K | 0.07% | 297 |
|
|
2019
Q3 | $922K | Buy |
+13,236
| New | +$900K | 0.06% | 317 |
|
|
2019
Q1 | $261K | Sell |
4,253
-17,460
| -80% | -$1.08M | 0.04% | 411 |
|
|
2018
Q4 | $1.13M | Sell |
21,713
-15,786
| -42% | -$1,000K | 0.07% | 316 |
|
|
2018
Q3 | $2.69M | Buy |
37,499
+1,362
| +4% | +$96.3K | 0.11% | 204 |
|
|
2018
Q2 | $2.42M | Sell |
36,137
-4,117
| -10% | -$283K | 0.1% | 218 |
|
|
2018
Q1 | $3M | Buy |
40,254
+500
| +1% | +$37.6K | 0.14% | 173 |
|
|
2017
Q4 | $2.96M | Sell |
39,754
-10,681
| -21% | -$790K | 0.13% | 174 |
|
|
2017
Q3 | $3.67M | Buy |
50,435
+3,284
| +7% | +$224K | 0.15% | 159 |
|
|
2017
Q2 | $3.15M | Sell |
47,151
-5,069
| -10% | -$311K | 0.13% | 174 |
|
|
2017
Q1 | $3.12M | Sell |
52,220
-26,623
| -34% | -$1.57M | 0.14% | 170 |
|
|
2016
Q4 | $4.69M | Buy |
78,843
+11,506
| +17% | +$621K | 0.23% | 95 |
|
|
2016
Q3 | $3.18M | Sell |
67,337
-2,218
| -3% | -$101K | 0.17% | 130 |
|
|
2016
Q2 | $2.95M | Buy |
69,555
+65,302
| +1,535% | +$2.89M | 0.16% | 127 |
|
|
2016
Q1 | $261K | Sell |
4,253
-61,003
| -93% | -$2.55M | 0.04% | 411 |
|
|
2015
Q4 | $3.38M | Buy |
+65,256
| New | +$3.46M | 0.23% | 95 |
|
Other funds holding C
IFP Advisors's C Position: Q2 2026 in Review
IFP Advisors reduced its Citigroup (C) stake by 3.3% in Q2 2026, selling an estimated $126K and leaving 28,259 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #304.
IFP Advisors first reported a position in C in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.69M in Q4 2016. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- IFP Advisors held 28,259 shares of Citigroup worth $3.96M as of Q2 2026.
- IFP Advisors sold 971 Citigroup shares in Q2 2026, an estimated $126K.
- Citigroup made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #304 holding.
- IFP Advisors first reported a position in Citigroup in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Citigroup position peaked at $4.69M in Q4 2016.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.