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Laurel Wealth Advisors (North Carolina)’s Citigroup C Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-539
Closed -$62.8K – 265
2025
Q4 		$62.8K Buy
+539
New +$56K 0.01% 299
2025
Q2 		– Sell
-539
Closed -$38.2K – 265
2025
Q1 		$38.2K Hold
539
– – 0.01% 339
2024
Q4 		$37.9K Sell
539
-68
-11% -$4.58K 0.01% 344
2024
Q3 		$38K Buy
607
+236
+64% +$14.6K 0.01% 334
2024
Q2 		$23.5K Buy
371
+64
+21% +$3.95K ﹤0.01% 364
2024
Q1 		$19.4K Sell
307
-57
-16% -$3.17K ﹤0.01% 382
2023
Q4 		$18.7K Hold
364
– – ﹤0.01% 361
2023
Q3 		$14.9K Buy
364
+1
+0.3% +$44 ﹤0.01% 374
2023
Q2 		$16.7K Hold
363
– – ﹤0.01% 372
2023
Q1 		$17K Hold
363
– – ﹤0.01% 369
2022
Q4 		$16.4K Sell
363
-52
-13% -$2.36K ﹤0.01% 346
2022
Q3 		$17K Hold
415
– – ﹤0.01% 345
2022
Q2 		$19K Buy
415
+53
+15% +$2.65K ﹤0.01% 336
2022
Q1 		$19K Buy
362
+1
+0.3% +$62 ﹤0.01% 346
2021
Q4 		$22K Hold
361
– – ﹤0.01% 333
2021
Q3 		$25K Hold
361
– – 0.01% 323
2021
Q2 		$26K Hold
361
– – 0.01% 348
2021
Q1 		$26K Sell
361
-180
-33% -$12K 0.01% 325
2020
Q4 		$33K Sell
541
-47
-8% -$2.39K 0.01% 293
2020
Q3 		$25K Buy
588
+1
+0.2% +$50 0.01% 293
2020
Q2 		$30K Sell
587
-47
-7% -$2.23K 0.01% 270
2020
Q1 		$27K Sell
634
-66
-9% -$4.43K 0.01% 267
2019
Q4 		$56K Buy
700
+1
+0.1% +$74 0.02% 232
2019
Q3 		$48K Buy
699
+47
+7% +$3.2K 0.02% 240
2019
Q2 		$46K Sell
652
-92
-12% -$6.16K 0.02% 240
2019
Q1 		$46K Buy
744
+1
+0.1% +$62 0.02% 231
2018
Q4 		$39K Buy
+743
New +$47K 0.02% 231

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s C Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Citigroup (C) in Q1 2026, closing a stake of 539 shares — an estimated $62.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in C in Q4 2018 and held it in 27 quarters. The position peaked at $62.8K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 539 Citigroup shares in Q1 2026, an estimated $62.8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Citigroup in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Citigroup position peaked at $62.8K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.