Institute for Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Sell |
17,020
-222
| -1% | -$25.3K | 0.21% | 114 |
|
|
2025
Q4 | $2.01M | Sell |
17,242
-306
| -2% | -$31.8K | 0.21% | 101 |
|
|
2025
Q3 | $1.78M | Sell |
17,548
-168
| -0.9% | -$15.9K | 0.19% | 117 |
|
|
2025
Q2 | $1.51M | Buy |
17,716
+30
| +0.2% | +$2.17K | 0.17% | 123 |
|
|
2025
Q1 | $1.26M | Sell |
17,686
-189
| -1% | -$14.4K | 0.16% | 140 |
|
|
2024
Q4 | $1.26M | Sell |
17,875
-33
| -0.2% | -$2.22K | 0.16% | 133 |
|
|
2024
Q3 | $1.12M | Buy |
17,908
+65
| +0.4% | +$4.02K | 0.14% | 155 |
|
|
2024
Q2 | $1.13M | Buy |
17,843
+1,422
| +9% | +$87.7K | 0.15% | 150 |
|
|
2024
Q1 | $1.04M | Buy |
16,421
+457
| +3% | +$25.4K | 0.13% | 163 |
|
|
2023
Q4 | $821K | Sell |
15,964
-308
| -2% | -$13.6K | 0.13% | 181 |
|
|
2023
Q3 | $669K | Sell |
16,272
-467
| -3% | -$20.5K | 0.12% | 203 |
|
|
2023
Q2 | $771K | Buy |
16,739
+74
| +0.4% | +$3.47K | 0.13% | 188 |
|
|
2023
Q1 | $781K | Sell |
16,665
-94
| -0.6% | -$4.61K | 0.15% | 175 |
|
|
2022
Q4 | $758K | Sell |
16,759
-9,819
| -37% | -$446K | 0.16% | 178 |
|
|
2022
Q3 | $1.11M | Sell |
26,578
-248
| -0.9% | -$12.3K | 0.25% | 106 |
|
|
2022
Q2 | $1.23M | Sell |
26,826
-767
| -3% | -$38.4K | 0.24% | 106 |
|
|
2022
Q1 | $1.47M | Buy |
27,593
+283
| +1% | +$17.5K | 0.24% | 111 |
|
|
2021
Q4 | $1.65M | Buy |
27,310
+1,116
| +4% | +$74.2K | 0.27% | 91 |
|
|
2021
Q3 | $1.84M | Buy |
26,194
+751
| +3% | +$52.5K | 0.32% | 77 |
|
|
2021
Q2 | $1.8M | Sell |
25,443
-464
| -2% | -$34.3K | 0.32% | 78 |
|
|
2021
Q1 | $1.89M | Sell |
25,907
-744
| -3% | -$49.7K | 0.36% | 71 |
|
|
2020
Q4 | $1.64M | Sell |
26,651
-971
| -4% | -$49.4K | 0.33% | 77 |
|
|
2020
Q3 | $1.19M | Sell |
27,622
-267
| -1% | -$13.3K | 0.27% | 96 |
|
|
2020
Q2 | $1.43M | Sell |
27,889
-963
| -3% | -$45.7K | 0.35% | 69 |
|
|
2020
Q1 | $1.22M | Sell |
28,852
-243
| -0.8% | -$16.3K | 0.37% | 68 |
|
|
2019
Q4 | $2.32M | Buy |
29,095
+437
| +2% | +$32.3K | 0.52% | 34 |
|
|
2019
Q3 | $1.98M | Sell |
28,658
-1,764
| -6% | -$120K | 0.5% | 42 |
|
|
2019
Q2 | $2.13M | Buy |
30,422
+3,196
| +12% | +$214K | 0.47% | 47 |
|
|
2019
Q1 | $1.7M | Buy |
+27,226
| New | +$1.69M | 0.37% | 57 |
|
|
2018
Q4 | – | Sell |
-28,460
| Closed | -$2.06M | – | 276 |
|
|
2018
Q3 | $2.06M | Sell |
28,460
-2,766
| -9% | -$196K | 0.69% | 36 |
|
|
2018
Q2 | $2.09M | Buy |
31,226
+481
| +2% | +$33.1K | 0.67% | 40 |
|
|
2018
Q1 | $2.11M | Buy |
+30,745
| New | +$2.31M | 0.62% | 39 |
|
|
2017
Q4 | – | Sell |
-28,150
| Closed | -$2.05M | – | 397 |
|
|
2017
Q3 | $2.05M | Buy |
+28,150
| New | +$1.92M | 0.67% | 37 |
|
Other funds holding C
VCM
VPM
Institute for Wealth Management's C Position: Q1 2026 in Review
Institute for Wealth Management reduced its Citigroup (C) stake by 1.3% in Q1 2026, selling an estimated $25.3K and leaving 17,020 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #114.
Institute for Wealth Management first reported a position in C in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.32M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Institute for Wealth Management held 17,020 shares of Citigroup worth $1.93M as of Q1 2026.
- Institute for Wealth Management sold 222 Citigroup shares in Q1 2026, an estimated $25.3K.
- Citigroup made up 0.21% of Institute for Wealth Management's portfolio in Q1 2026, its #114 holding.
- Institute for Wealth Management first reported a position in Citigroup in Q3 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Citigroup position peaked at $2.32M in Q4 2019.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.