Legacy Financial Advisors’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 | $2.61M | Sell |
18,681
-384
| -2% | -$50K | 0.32% | 55 |
|
|
2026
Q1 | $2.16M | Buy |
19,065
+138
| +0.7% | +$15.7K | 0.3% | 54 |
|
|
2025
Q4 | $2.21M | Sell |
18,927
-1,501
| -7% | -$156K | 0.31% | 51 |
|
|
2025
Q3 | $2.07M | Buy |
20,428
+1,688
| +9% | +$160K | 0.29% | 58 |
|
|
2025
Q2 | $1.6M | Buy |
18,740
+13,595
| +264% | +$983K | 0.25% | 67 |
|
|
2025
Q1 | $365K | Buy |
5,145
+1,698
| +49% | +$129K | 0.06% | 252 |
|
|
2024
Q4 | $243K | Buy |
3,447
+10
| +0.3% | +$674 | 0.04% | 301 |
|
|
2024
Q3 | $215K | Sell |
3,437
-652
| -16% | -$40.3K | 0.04% | 330 |
|
|
2024
Q2 | $259K | Buy |
4,089
+182
| +5% | +$11.2K | 0.05% | 282 |
|
|
2024
Q1 | $247K | Sell |
3,907
-41
| -1% | -$2.28K | 0.04% | 276 |
|
|
2023
Q4 | $203K | Buy |
+3,948
| New | +$175K | 0.04% | 283 |
|
|
2023
Q3 | – | Sell |
-5,382
| Closed | -$248K | – | 268 |
|
|
2023
Q2 | $248K | Sell |
5,382
-552
| -9% | -$25.9K | 0.05% | 218 |
|
|
2023
Q1 | $278K | Buy |
+5,934
| New | +$291K | 0.06% | 195 |
|
|
2022
Q2 | – | Sell |
-4,510
| Closed | -$241K | – | 226 |
|
|
2022
Q1 | $241K | Buy |
4,510
+985
| +28% | +$60.8K | 0.05% | 202 |
|
|
2021
Q4 | $213K | Sell |
3,525
-433
| -11% | -$28.8K | 0.05% | 196 |
|
|
2021
Q3 | $278K | Buy |
3,958
+889
| +29% | +$62.1K | 0.07% | 136 |
|
|
2021
Q2 | $217K | Sell |
3,069
-265
| -8% | -$19.6K | 0.05% | 158 |
|
|
2021
Q1 | $243K | Buy |
+3,334
| New | +$223K | 0.07% | 136 |
|
|
2020
Q1 | – | Sell |
-5,034
| Closed | -$402K | – | 71 |
|
|
2019
Q4 | $402K | Sell |
5,034
-43
| -0.8% | -$3.18K | 0.13% | 77 |
|
|
2019
Q3 | $351K | Sell |
5,077
-46
| -0.9% | -$3.13K | 0.12% | 83 |
|
|
2019
Q2 | $359K | Sell |
5,123
-299
| -6% | -$20K | 0.13% | 80 |
|
|
2019
Q1 | $337K | Buy |
5,422
+3,046
| +128% | +$189K | 0.11% | 79 |
|
|
2018
Q4 | $124K | Buy |
2,376
+990
| +71% | +$62.7K | 0.05% | 130 |
|
|
2018
Q3 | $99K | Buy |
1,386
+136
| +11% | +$9.62K | 0.04% | 171 |
|
|
2018
Q2 | $84K | Buy |
1,250
+29
| +2% | +$2K | 0.03% | 190 |
|
|
2018
Q1 | $86K | Buy |
1,221
+12
| +1% | +$902 | 0.03% | 181 |
|
|
2017
Q4 | $89K | Buy |
+1,209
| New | +$89.4K | 0.04% | 189 |
|
Other funds holding C
Legacy Financial Advisors's C Position: Q2 2026 in Review
Legacy Financial Advisors reduced its Citigroup (C) stake by 2% in Q2 2026, selling an estimated $50K and leaving 18,681 shares worth $2.61M. The position accounts for 0.32% of the portfolio, ranked #55.
Legacy Financial Advisors first reported a position in C in Q4 2017 and has held it in 27 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Legacy Financial Advisors held 18,681 shares of Citigroup worth $2.61M as of Q2 2026.
- Legacy Financial Advisors sold 384 Citigroup shares in Q2 2026, an estimated $50K.
- Citigroup made up 0.32% of Legacy Financial Advisors's portfolio in Q2 2026, its #55 holding.
- Legacy Financial Advisors first reported a position in Citigroup in Q4 2017 and has held it in 27 quarters since.
- 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.