Kelly Lawrence W & Associates’s Citigroup C Stock Holding History

Kelly Lawrence W & Associates’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-69	Closed	-$4.9K	–	159
2025 Q1	$4.9K	Hold	69	–	–	﹤0.01%	154
2024 Q4	$4.86K	Hold	69	–	–	﹤0.01%	153
2024 Q3	$4.32K	Hold	69	–	–	﹤0.01%	155
2024 Q2	$4.38K	Buy	+69	New	+$4.25K	﹤0.01%	160
2022 Q3	–	Sell	-1,000	Closed	-$46K	–	177
2022 Q2	$46K	Hold	1,000	–	–	0.01%	122
2022 Q1	$53K	Hold	1,000	–	–	0.01%	113
2021 Q4	$60K	Hold	1,000	–	–	0.01%	117
2021 Q3	$70K	Hold	1,000	–	–	0.01%	109
2021 Q2	$71K	Hold	1,000	–	–	0.02%	111
2021 Q1	$73K	Buy	+1,000	New	+$66.8K	0.02%	102

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kelly Lawrence W & Associates's C Position: Q2 2025 in Review

Kelly Lawrence W & Associates sold out of Citigroup (C) in Q2 2025, closing a stake of 69 shares — an estimated $4.9K sold.

Kelly Lawrence W & Associates first reported a position in C in Q1 2021 and held it in 10 quarters. The position peaked at $73K in Q1 2021. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Kelly Lawrence W & Associates reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
Kelly Lawrence W & Associates sold 69 Citigroup shares in Q2 2025, an estimated $4.9K.
Kelly Lawrence W & Associates first reported a position in Citigroup in Q1 2021 and held it in 10 quarters.
Kelly Lawrence W & Associates's Citigroup position peaked at $73K in Q1 2021.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2025, filed 14 Aug 2025.