Krilogy Financial’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
$4.73M Buy
33,784
+1,568
+5% +$204K 0.14% 128
2026
Q1
$4.17M Buy
32,216
+7,353
+30% +$837K 0.13% 133
2025
Q4
$2.85M Buy
24,863
+3,758
+18% +$390K 0.1% 171
2025
Q3
$2.15M Buy
21,105
+8,129
+63% +$771K 0.08% 186
2025
Q2
$1.1M Buy
12,976
+2,215
+21% +$160K 0.06% 175
2025
Q1
$764K Buy
+10,761
New +$821K 0.05% 182
2024
Q3
Sell
-11,596
Closed -$736K 215
2024
Q2
$736K Buy
11,596
+1,449
+14% +$89.3K 0.05% 186
2024
Q1
$642K Buy
+10,147
New +$565K 0.05% 190
2023
Q2
Sell
-4,625
Closed -$217K 222
2023
Q1
$217K Sell
4,625
-249
-5% -$12.2K 0.02% 375
2022
Q4
$220K Sell
4,874
-1,828
-27% -$83K 0.02% 354
2022
Q3
$279K Sell
6,702
-1,697
-20% -$83.8K 0.03% 262
2022
Q2
$386K Buy
8,399
+688
+9% +$34.4K 0.04% 231
2022
Q1
$412K Sell
7,711
-18,153
-70% -$1.12M 0.04% 225
2021
Q4
$1.56M Buy
25,864
+125
+0.5% +$8.31K 0.16% 91
2021
Q3
$1.81M Buy
25,739
+687
+3% +$48K 0.18% 80
2021
Q2
$1.77M Buy
25,052
+1,407
+6% +$104K 0.18% 81
2021
Q1
$1.72M Sell
23,645
-98
-0.4% -$6.54K 0.18% 76
2020
Q4
$1.46M Buy
23,743
+1,951
+9% +$99.2K 0.18% 81
2020
Q3
$939K Buy
21,792
+17,399
+396% +$867K 0.13% 109
2020
Q2
$224K Buy
+4,393
New +$208K 0.03% 202
2020
Q1
Sell
-6,489
Closed -$518K 199
2019
Q4
$518K Buy
6,489
+1,129
+21% +$83.4K 0.09% 123
2019
Q3
$370K Sell
5,360
-210
-4% -$14.3K 0.07% 133
2019
Q2
$390K Buy
5,570
+1,044
+23% +$69.9K 0.07% 125
2019
Q1
$282K Sell
4,526
-1,795
-28% -$111K 0.06% 144
2018
Q4
$329K Sell
6,321
-544
-8% -$34.4K 0.09% 95
2018
Q3
$493K Buy
6,865
+1,801
+36% +$127K 0.11% 75
2018
Q2
$339K Sell
5,064
-1,059
-17% -$72.9K 0.09% 102
2018
Q1
$413K Buy
6,123
+28
+0.5% +$2.1K 0.1% 98
2017
Q4
$454K Sell
6,095
-1,197
-16% -$88.5K 0.11% 86
2017
Q3
$530K Sell
7,292
-105
-1% -$7.17K 0.14% 71
2017
Q2
$495K Sell
7,397
-92
-1% -$5.64K 0.14% 70
2017
Q1
$445K Hold
7,489
0.14% 73
2016
Q4
$445K Buy
7,489
+587
+9% +$31.7K 0.14% 73
2016
Q3
$326K Sell
6,902
-283
-4% -$12.9K 0.1% 91
2016
Q2
$305K Buy
7,185
+1,151
+19% +$50.9K 0.11% 94
2016
Q1
$252K Buy
+6,034
New +$252K 0.1% 88
2015
Q4
Sell
-5,113
Closed -$254K 431
2015
Q3
$254K Buy
+5,113
New +$279K 0.12% 70

Other funds holding C

Krilogy Financial's C Position: Q2 2026 in Review

Krilogy Financial increased its Citigroup (C) stake by 4.9% in Q2 2026, buying an estimated $204K and bringing the position to 33,784 shares worth $4.73M. The position accounts for 0.14% of the portfolio, ranked #128.

Krilogy Financial first reported a position in C in Q3 2015 and has held it in 37 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Krilogy Financial held 33,784 shares of Citigroup worth $4.73M as of Q2 2026.
  • Krilogy Financial bought 1,568 Citigroup shares in Q2 2026, an estimated $204K.
  • Citigroup made up 0.14% of Krilogy Financial's portfolio in Q2 2026, its #128 holding.
  • Krilogy Financial first reported a position in Citigroup in Q3 2015 and has held it in 37 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.