L.J. Altfest & Co’s Citigroup C Stock Holding History

L.J. Altfest & Co’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
2026 Q1	$696K	Buy	6,140 +12	+0.2%	+$1.37K	0.07%	185
2025 Q4	$715K	Sell	6,128 -43	-0.7%	-$4.46K	0.08%	174
2025 Q3	$626K	Sell	6,171 -57	-0.9%	-$5.41K	0.07%	198
2025 Q2	$530K	Buy	6,228 +67	+1%	+$4.84K	0.06%	206
2025 Q1	$437K	Sell	6,161 -28	-0.5%	-$2.13K	0.05%	233
2024 Q4	$436K	Sell	6,189 -41	-0.7%	-$2.76K	0.06%	233
2024 Q3	$390K	Buy	6,230 +217	+4%	+$13.4K	0.05%	243
2024 Q2	$382K	Sell	6,013 -241	-4%	-$14.9K	0.05%	226
2024 Q1	$396K	Buy	6,254 +224	+4%	+$12.5K	0.06%	217
2023 Q4	$310K	Sell	6,030 -148	-2%	-$6.55K	0.04%	249
2023 Q3	$254K	Sell	6,178 -351	-5%	-$15.4K	0.04%	259
2023 Q2	$301K	Buy	6,529 +192	+3%	+$8.99K	0.05%	241
2023 Q1	$297K	Buy	6,337 +138	+2%	+$6.77K	0.05%	222
2022 Q4	$280K	Sell	6,199 -122	-2%	-$5.54K	0.05%	219
2022 Q3	$263K	Buy	6,321 +14	+0.2%	+$692	0.05%	226
2022 Q2	$290K	Sell	6,307 -414	-6%	-$20.7K	0.05%	205
2022 Q1	$359K	Buy	6,721 +111	+2%	+$6.86K	0.06%	185
2021 Q4	$399K	Sell	6,610 -1,176	-15%	-$78.2K	0.08%	174
2021 Q3	$546K	Buy	7,786 +1,168	+18%	+$81.6K	0.11%	130
2021 Q2	$468K	Sell	6,618 -65	-1%	-$4.81K	0.1%	148
2021 Q1	$486K	Sell	6,683 -25,854	-79%	-$1.73M	0.11%	139
2020 Q4	$2.01M	Buy	32,537 +25,506	+363%	+$1.3M	0.49%	34
2020 Q3	$303K	Buy	7,031 +224	+3%	+$11.2K	0.08%	167
2020 Q2	$348K	Sell	6,807 -631	-8%	-$29.9K	0.1%	147
2020 Q1	$313K	Buy	7,438 +4	+0.1%	+$269	0.1%	132
2019 Q4	$594K	Sell	7,434 -473	-6%	-$34.9K	0.15%	95
2019 Q3	$546K	Sell	7,907 -223	-3%	-$15.2K	0.14%	92
2019 Q2	$569K	Sell	8,130 -158	-2%	-$10.6K	0.15%	94
2019 Q1	$516K	Sell	8,288 -9,911	-54%	-$615K	0.13%	102
2018 Q4	$947K	Sell	18,199 -1,722	-9%	-$109K	0.26%	56
2018 Q3	$1.43M	Buy	19,921 +1,049	+6%	+$74.2K	0.42%	44
2018 Q2	$1.26M	Sell	18,872 -263	-1%	-$18.1K	0.47%	45
2018 Q1	$1.29M	Buy	19,135 +308	+2%	+$23.2K	0.56%	42
2017 Q4	$1.4M	Sell	18,827 -177	-0.9%	-$13.1K	0.53%	43
2017 Q3	$1.38M	Sell	19,004 -614	-3%	-$41.9K	0.67%	38
2017 Q2	$1.31M	Sell	19,618 -17,277	-47%	-$1.06M	0.79%	38
2017 Q1	$2.21M	Sell	36,895 -63	-0.2%	-$3.73K	0.88%	22
2016 Q4	$2.2M	Sell	36,958 -937	-2%	-$50.6K	1.1%	18
2016 Q3	$1.79M	Buy	37,895 +39	+0.1%	+$1.77K	1.19%	23
2016 Q2	$1.6M	Buy	37,856 +9,870	+35%	+$436K	1.12%	29
2016 Q1	$1.17M	Sell	27,986 -444	-2%	-$18.6K	1.2%	35
2015 Q4	$1.47M	Sell	28,430 -584	-2%	-$31K	1.44%	29
2015 Q3	$1.44M	Sell	29,014 -347	-1%	-$19K	1.42%	25
2015 Q2	$1.62M	Sell	29,361 -156	-0.5%	-$8.49K	1.49%	21
2015 Q1	$1.52M	Buy	29,517 +423	+1%	+$21.5K	1.42%	29
2014 Q4	$1.57M	Sell	29,094 -368	-1%	-$19.5K	1.29%	30
2014 Q3	$1.54M	Buy	29,462 +601	+2%	+$30.2K	1.51%	26
2014 Q2	$1.39M	Buy	28,861 +304	+1%	+$14.5K	1.36%	34
2014 Q1	$1.3M	Sell	28,557 -1,973	-6%	-$98.3K	1.21%	35
2013 Q4	$1.59M	Buy	+30,530	New	+$1.55M	1.35%	18

Other funds holding C

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L.J. Altfest & Co's C Position: Q1 2026 in Review

L.J. Altfest & Co increased its Citigroup (C) stake by 0.2% in Q1 2026, buying an estimated $1.37K and bringing the position to 6,140 shares worth $696K. The position accounts for 0.07% of the portfolio, ranked #185.

L.J. Altfest & Co first reported a position in C in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.21M in Q1 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

L.J. Altfest & Co held 6,140 shares of Citigroup worth $696K as of Q1 2026.
L.J. Altfest & Co bought 12 Citigroup shares in Q1 2026, an estimated $1.37K.
Citigroup made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #185 holding.
L.J. Altfest & Co first reported a position in Citigroup in Q4 2013 and has held it in 50 quarters since.
L.J. Altfest & Co's Citigroup position peaked at $2.21M in Q1 2017.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.