Kelleher Financial 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 | $2.07M | Buy |
14,772
+7,639
| +107% | +$994K | 0.29% | 65 |
|
|
2026
Q1 | $805K | Sell |
7,133
-2
| -0% | -$228 | 0.2% | 79 |
|
|
2025
Q4 | $833K | Buy |
7,135
+1
| +0% | +$104 | 0.19% | 82 |
|
|
2025
Q3 | $724K | Buy |
7,134
+1
| +0% | +$95 | 0.18% | 83 |
|
|
2025
Q2 | $607K | Buy |
7,133
+1
| +0% | +$72 | 0.21% | 66 |
|
|
2025
Q1 | $506K | Sell |
7,132
-25
| -0.3% | -$1.91K | 0.2% | 70 |
|
|
2024
Q4 | $504K | Buy |
7,157
+187
| +3% | +$12.6K | 0.19% | 73 |
|
|
2024
Q3 | $436K | Buy |
6,970
+1
| +0% | +$62 | 0.17% | 76 |
|
|
2024
Q2 | $442K | Sell |
6,969
-2,425
| -26% | -$150K | 0.18% | 77 |
|
|
2024
Q1 | $594K | Buy |
9,394
+2,427
| +35% | +$135K | 0.25% | 59 |
|
|
2023
Q4 | $358K | Buy |
6,967
+202
| +3% | +$8.94K | 0.17% | 76 |
|
|
2023
Q3 | $278K | Sell |
6,765
-359
| -5% | -$15.8K | 0.14% | 83 |
|
|
2023
Q2 | $328K | Buy |
7,124
+2
| +0% | +$94 | 0.19% | 80 |
|
|
2023
Q1 | $334K | Buy |
7,122
+1
| +0% | +$49 | 0.22% | 78 |
|
|
2022
Q4 | $322K | Buy |
7,121
+2
| +0% | +$91 | 0.24% | 68 |
|
|
2022
Q3 | $296K | Sell |
7,119
-84
| -1% | -$4.15K | 0.21% | 80 |
|
|
2022
Q2 | $331K | Buy |
7,203
+1
| +0% | +$50 | 0.15% | 96 |
|
|
2022
Q1 | $384K | Buy |
7,202
+1
| +0% | +$62 | 0.21% | 80 |
|
|
2021
Q4 | $434K | Buy |
7,201
+115
| +2% | +$7.65K | 0.23% | 73 |
|
|
2021
Q3 | $497K | Sell |
7,086
-113
| -2% | -$7.9K | 0.22% | 99 |
|
|
2021
Q2 | $509K | Sell |
7,199
-6,500
| -47% | -$481K | 0.29% | 68 |
|
|
2021
Q1 | $996K | Buy |
13,699
+6,001
| +78% | +$401K | 0.64% | 34 |
|
|
2020
Q4 | $474K | Buy |
7,698
+1
| +0% | +$51 | 0.36% | 65 |
|
|
2020
Q3 | $331K | Buy |
7,697
+111
| +1% | +$5.53K | 0.27% | 69 |
|
|
2020
Q2 | $387K | Sell |
7,586
-573
| -7% | -$27.2K | 0.37% | 63 |
|
|
2020
Q1 | $343K | Sell |
8,159
-1,250
| -13% | -$83.9K | 0.41% | 57 |
|
|
2019
Q4 | $751K | Sell |
9,409
-92
| -1% | -$6.8K | 0.76% | 31 |
|
|
2019
Q3 | $656K | Hold |
9,501
| – | – | 0.8% | 26 |
|
|
2019
Q2 | $665K | Buy |
+9,501
| New | +$636K | 0.82% | 26 |
|
|
2018
Q4 | $494K | Hold |
9,501
| – | – | 0.79% | 33 |
|
|
2018
Q3 | $681K | Sell |
9,501
-250
| -3% | -$17.7K | 0.88% | 28 |
|
|
2018
Q2 | $652K | Hold |
9,751
| – | – | 0.93% | 29 |
|
|
2018
Q1 | $658K | Hold |
9,751
| – | – | 0.9% | 27 |
|
|
2017
Q4 | $725K | Sell |
9,751
-7,910
| -45% | -$585K | 1.15% | 26 |
|
|
2017
Q3 | $1.28M | Sell |
17,661
-8
| -0% | -$546 | 2.7% | 7 |
|
|
2017
Q2 | $1.18M | Hold |
17,669
| – | – | 2.28% | 9 |
|
|
2017
Q1 | $1.06M | Sell |
17,669
-7,167
| -29% | -$424K | 2.25% | 8 |
|
|
2016
Q4 | $1.48M | Buy |
24,836
+18,880
| +317% | +$1.02M | 0.82% | 38 |
|
|
2016
Q3 | $281K | Buy |
5,956
+910
| +18% | +$41.4K | 0.16% | 105 |
|
|
2016
Q2 | $213K | Sell |
5,046
-8,384
| -62% | -$371K | 0.13% | 122 |
|
|
2016
Q1 | $560K | Buy |
13,430
+8,084
| +151% | +$338K | 0.31% | 77 |
|
|
2015
Q4 | $276K | Hold |
5,346
| – | – | 0.19% | 91 |
|
|
2015
Q3 | $265K | Hold |
5,346
| – | – | 0.18% | 92 |
|
|
2015
Q2 | $295K | Buy |
5,346
+1,300
| +32% | +$70.7K | 0.17% | 89 |
|
|
2015
Q1 | $208K | Hold |
4,046
| – | – | 0.11% | 109 |
|
|
2014
Q4 | $218K | Buy |
+4,046
| New | +$215K | 0.12% | 102 |
|
Other funds holding C
Kelleher Financial Advisors's C Position: Q2 2026 in Review
Kelleher Financial Advisors increased its Citigroup (C) stake by 107% in Q2 2026, buying an estimated $994K and bringing the position to 14,772 shares worth $2.07M. The position accounts for 0.29% of the portfolio, ranked #65.
Kelleher Financial Advisors first reported a position in C in Q4 2014 and has held it in 46 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Kelleher Financial Advisors held 14,772 shares of Citigroup worth $2.07M as of Q2 2026.
- Kelleher Financial Advisors bought 7,639 Citigroup shares in Q2 2026, an estimated $994K.
- Citigroup made up 0.29% of Kelleher Financial Advisors's portfolio in Q2 2026, its #65 holding.
- Kelleher Financial Advisors first reported a position in Citigroup in Q4 2014 and has held it in 46 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.