Keystone Financial Group (Kentucky)’s Citigroup C Stock Holding History

Keystone Financial Group (Kentucky)’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 Q3	–	Sell	-2,727	Closed	-$232K	–	431
2025 Q2	$232K	Sell	2,727 -206	-7%	-$14.9K	0.02%	367
2025 Q1	$208K	Sell	2,933 -1,715	-37%	-$131K	0.02%	367
2024 Q4	$327K	Sell	4,648 -37	-0.8%	-$2.49K	0.03%	279
2024 Q3	$293K	Sell	4,685 -200	-4%	-$12.4K	0.04%	282
2024 Q2	$310K	Sell	4,885 -53	-1%	-$3.27K	0.11%	121
2024 Q1	$312K	Buy	4,938 +326	+7%	+$18.1K	0.05%	253
2023 Q4	$237K	Buy	+4,612	New	+$204K	0.04%	251
2023 Q3	–	Sell	-4,643	Closed	-$214K	–	302
2023 Q2	$214K	Buy	+4,643	New	+$217K	0.04%	277
2022 Q4	$203K	Buy	+4,483	New	+$204K	0.04%	264

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s C Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of Citigroup (C) in Q3 2025, closing a stake of 2,727 shares — an estimated $232K sold.

Keystone Financial Group (Kentucky) first reported a position in C in Q4 2022 and held it in 9 quarters. The position peaked at $327K in Q4 2024. 2,220 funds tracked by Wall St. Rank hold C as of Q3 2025.

Keystone Financial Group (Kentucky) reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 2,727 Citigroup shares in Q3 2025, an estimated $232K.
Keystone Financial Group (Kentucky) first reported a position in Citigroup in Q4 2022 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s Citigroup position peaked at $327K in Q4 2024.
2,220 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.