Kovack 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 | $2.21M | Buy |
15,748
+3,248
| +26% | +$423K | 0.11% | 190 |
|
|
2026
Q1 | $1.43M | Sell |
12,500
-564
| -4% | -$64.2K | 0.08% | 256 |
|
|
2025
Q4 | $1.52M | Buy |
13,064
+7,801
| +148% | +$810K | 0.07% | 262 |
|
|
2025
Q3 | $534K | Sell |
5,263
-64
| -1% | -$6.07K | 0.05% | 311 |
|
|
2025
Q2 | $453K | Sell |
5,327
-1,522
| -22% | -$110K | 0.04% | 360 |
|
|
2025
Q1 | $486K | Buy |
6,849
+240
| +4% | +$18.3K | 0.05% | 310 |
|
|
2024
Q4 | $465K | Buy |
6,609
+1,345
| +26% | +$90.7K | 0.05% | 326 |
|
|
2024
Q3 | $330K | Sell |
5,264
-22,862
| -81% | -$1.41M | 0.03% | 420 |
|
|
2024
Q2 | $1.78M | Sell |
28,126
-4,277
| -13% | -$264K | 0.2% | 109 |
|
|
2024
Q1 | $2.05M | Sell |
32,403
-1,130
| -3% | -$62.9K | 0.25% | 85 |
|
|
2023
Q4 | $1.72M | Buy |
33,533
+17,023
| +103% | +$754K | 0.2% | 108 |
|
|
2023
Q3 | $679K | Buy |
16,510
+5,994
| +57% | +$263K | 0.09% | 202 |
|
|
2023
Q2 | $484K | Buy |
10,516
+2,727
| +35% | +$128K | 0.06% | 299 |
|
|
2023
Q1 | $365K | Sell |
7,789
-127
| -2% | -$6.23K | 0.05% | 366 |
|
|
2022
Q4 | $358K | Sell |
7,916
-150
| -2% | -$6.81K | 0.05% | 366 |
|
|
2022
Q3 | $336K | Buy |
8,066
+58
| +0.7% | +$2.87K | 0.05% | 381 |
|
|
2022
Q2 | $368K | Buy |
8,008
+1,791
| +29% | +$89.6K | 0.05% | 396 |
|
|
2022
Q1 | $331K | Sell |
6,217
-9,134
| -60% | -$564K | 0.03% | 501 |
|
|
2021
Q4 | $927K | Buy |
15,351
+5,829
| +61% | +$388K | 0.09% | 237 |
|
|
2021
Q3 | $668K | Buy |
9,522
+47
| +0.5% | +$3.29K | 0.07% | 301 |
|
|
2021
Q2 | $670K | Buy |
9,475
+202
| +2% | +$14.9K | 0.08% | 284 |
|
|
2021
Q1 | $675K | Sell |
9,273
-281
| -3% | -$18.8K | 0.09% | 249 |
|
|
2020
Q4 | $589K | Buy |
9,554
+546
| +6% | +$27.8K | 0.08% | 247 |
|
|
2020
Q3 | $388K | Buy |
9,008
+2,696
| +43% | +$134K | 0.07% | 279 |
|
|
2020
Q2 | $323K | Buy |
+6,312
| New | +$299K | 0.06% | 307 |
|
|
2020
Q1 | – | Sell |
-4,769
| Closed | -$381K | – | 479 |
|
|
2019
Q4 | $381K | Buy |
4,769
+173
| +4% | +$12.8K | 0.07% | 309 |
|
|
2019
Q3 | $317K | Buy |
4,596
+663
| +17% | +$45.1K | 0.07% | 318 |
|
|
2019
Q2 | $275K | Buy |
3,933
+606
| +18% | +$40.5K | 0.06% | 322 |
|
|
2019
Q1 | $207K | Sell |
3,327
-2,614
| -44% | -$162K | 0.05% | 371 |
|
|
2018
Q4 | $309K | Buy |
+5,941
| New | +$376K | 0.09% | 254 |
|
|
2018
Q2 | – | Sell |
-7,652
| Closed | -$517K | – | 443 |
|
|
2018
Q1 | $517K | Sell |
7,652
-496
| -6% | -$37.3K | 0.13% | 187 |
|
|
2017
Q4 | $606K | Buy |
+8,148
| New | +$603K | 0.15% | 167 |
|
Other funds holding C
Kovack Advisors's C Position: Q2 2026 in Review
Kovack Advisors increased its Citigroup (C) stake by 26% in Q2 2026, buying an estimated $423K and bringing the position to 15,748 shares worth $2.21M. The position accounts for 0.11% of the portfolio, ranked #190.
Kovack Advisors first reported a position in C in Q4 2017 and has held it in 32 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Kovack Advisors held 15,748 shares of Citigroup worth $2.21M as of Q2 2026.
- Kovack Advisors bought 3,248 Citigroup shares in Q2 2026, an estimated $423K.
- Citigroup made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #190 holding.
- Kovack Advisors first reported a position in Citigroup in Q4 2017 and has held it in 32 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.