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Legacy Advisors’s Citigroup C Stock Holding History

Legacy 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
2025
Q2 		– Sell
-9,865
Closed -$700K – 75
2025
Q1 		$700K Buy
9,865
+446
+5% +$34K 0.07% 209
2024
Q4 		$663K Buy
9,419
+5,456
+138% +$368K 0.06% 222
2024
Q3 		$248K Buy
3,963
+76
+2% +$4.7K 0.03% 329
2024
Q2 		$247K Buy
3,887
+374
+11% +$23.1K 0.03% 282
2024
Q1 		$222K Buy
+3,513
New +$195K 0.03% 287
2023
Q3 		– Sell
-6,974
Closed -$321K – 283
2023
Q2 		$321K Sell
6,974
-204
-3% -$9.55K 0.05% 214
2023
Q1 		$337K Buy
+7,178
New +$352K 0.06% 190
2020
Q1 		– Sell
-5,200
Closed -$415K – 99
2019
Q4 		$415K Buy
+5,200
New +$384K 0.26% 76
2019
Q3 		– Sell
-235
Closed -$16K – 143
2019
Q2 		$16K Sell
235
-147
-38% -$9.84K 0.01% 271
2019
Q1 		$24K Sell
382
-5,604
-94% -$348K 0.01% 262
2018
Q4 		$312K Sell
5,986
-82
-1% -$5.19K 0.24% 86
2018
Q3 		$435K Buy
6,068
+4,350
+253% +$308K 0.21% 96
2018
Q2 		$115K Buy
1,718
+1,336
+350% +$92K 0.09% 128
2018
Q1 		$27K Buy
382
+100
+35% +$7.52K 0.02% 191
2017
Q4 		$20K Hold
282
– – 0.02% 190
2017
Q3 		$20K Buy
282
+12
+4% +$819 0.02% 162
2017
Q2 		$18K Buy
+270
New +$16.6K 0.02% 138

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Advisors's C Position: Q2 2025 in Review

Legacy Advisors sold out of Citigroup (C) in Q2 2025, closing a stake of 9,865 shares — an estimated $700K sold.

Legacy Advisors first reported a position in C in Q2 2017 and held it in 17 quarters. The position peaked at $700K in Q1 2025. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Legacy Advisors reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 9,865 Citigroup shares in Q2 2025, an estimated $700K.
  • Legacy Advisors first reported a position in Citigroup in Q2 2017 and held it in 17 quarters.
  • Legacy Advisors's Citigroup position peaked at $700K in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.