Landmark Financial Advisors’s Citigroup C Stock Holding History

Landmark Financial Advisors’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
2023 Q4	$205K	Buy	+3,980	New	+$176K	0.07%	90
2023 Q1	–	Sell	-4,483	Closed	-$203K	–	88
2022 Q4	$203K	Buy	+4,483	New	+$204K	0.09%	87
2021 Q4	–	Sell	-3,523	Closed	-$256K	–	86
2021 Q3	$256K	Sell	3,523 -107	-3%	-$7.48K	0.14%	61
2021 Q2	$257K	Buy	3,630 +107	+3%	+$7.92K	0.12%	67
2021 Q1	$256K	Hold	3,523	–	–	0.14%	61
2020 Q4	$234K	Buy	+3,523	New	+$179K	0.13%	64
2020 Q1	–	Sell	-3,525	Closed	-$281K	–	66
2019 Q4	$281K	Sell	3,525 -497	-12%	-$36.7K	0.16%	57
2019 Q3	$277K	Hold	4,022	–	–	0.17%	50
2019 Q2	$281K	Hold	4,022	–	–	0.17%	50
2019 Q1	$250K	Buy	4,022 +1	+0%	+$62	0.16%	49
2018 Q4	$209K	Hold	4,021	–	–	0.14%	53
2018 Q3	$288K	Hold	4,021	–	–	0.17%	52
2018 Q2	$269K	Buy	4,021 +58	+1%	+$3.99K	0.17%	48
2018 Q1	$268K	Hold	3,963	–	–	0.17%	50
2017 Q4	$294K	Hold	3,963	–	–	0.19%	47
2017 Q3	$288K	Sell	3,963 -500	-11%	-$34.1K	0.19%	44
2017 Q2	$298K	Buy	4,463 +250	+6%	+$15.3K	0.21%	42
2017 Q1	$252K	Sell	4,213 -1,502	-26%	-$88.8K	0.19%	45
2016 Q4	$340K	Sell	5,715 -1,000	-15%	-$54K	0.27%	40
2016 Q3	$317K	Hold	6,715	–	–	0.27%	41
2016 Q2	$284K	Sell	6,715 -650	-9%	-$28.7K	0.27%	43
2016 Q1	$307K	Buy	7,365 +1,402	+24%	+$58.6K	0.31%	41
2015 Q4	$308K	Hold	5,963	–	–	0.32%	36
2015 Q3	$295K	Sell	5,963 -1,000	-14%	-$54.6K	0.33%	34
2015 Q2	$384K	Hold	6,963	–	–	0.4%	30
2015 Q1	$359K	Sell	6,963 -1,000	-13%	-$50.9K	0.38%	33
2014 Q4	$431K	Buy	+7,963	New	+$423K	0.44%	29

Other funds holding C

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Landmark Financial Advisors's C Position: Q4 2023 in Review

Landmark Financial Advisors opened a new position in Citigroup (C) in Q4 2023: 3,980 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings. This is a return to the name: Landmark Financial Advisors previously reported a position in C as recently as Q4 2022.

Landmark Financial Advisors first reported a position in C in Q4 2014 and has held it in 27 quarters since. The position peaked at $431K in Q4 2014. 1,673 funds tracked by Wall St. Rank hold C as of Q4 2023.

Landmark Financial Advisors held 3,980 shares of Citigroup worth $205K as of Q4 2023.
Citigroup was a new Landmark Financial Advisors position in Q4 2023.
Citigroup made up 0.07% of Landmark Financial Advisors's portfolio in Q4 2023, its #90 holding.
Landmark Financial Advisors first reported a position in Citigroup in Q4 2014 and has held it in 27 quarters since.
Landmark Financial Advisors's Citigroup position peaked at $431K in Q4 2014.
1,673 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.