Level Four Advisory Services’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 | $18.6M | Buy |
133,194
+1,355
| +1% | +$176K | 0.53% | 30 |
|
|
2026
Q1 | $15M | Sell |
131,839
-15,202
| -10% | -$1.73M | 0.49% | 32 |
|
|
2025
Q4 | $17.2M | Sell |
147,041
-4,740
| -3% | -$492K | 0.56% | 28 |
|
|
2025
Q3 | $15.4M | Sell |
151,781
-20,427
| -12% | -$1.94M | 0.53% | 34 |
|
|
2025
Q2 | $14.7M | Buy |
172,208
+5,866
| +4% | +$424K | 0.54% | 32 |
|
|
2025
Q1 | $11.8M | Sell |
166,342
-2,757
| -2% | -$210K | 0.49% | 36 |
|
|
2024
Q4 | $11.9M | Buy |
169,099
+10,809
| +7% | +$729K | 0.49% | 36 |
|
|
2024
Q3 | $10.2M | Buy |
158,290
+17,475
| +12% | +$1.08M | 0.43% | 45 |
|
|
2024
Q2 | $8.94M | Buy |
140,815
+39,506
| +39% | +$2.44M | 0.4% | 49 |
|
|
2024
Q1 | $5.21M | Buy |
101,309
+6,842
| +7% | +$381K | 0.29% | 82 |
|
|
2023
Q4 | $4.86M | Sell |
94,467
-17,283
| -15% | -$765K | 0.27% | 91 |
|
|
2023
Q3 | $4.6M | Buy |
111,750
+3,395
| +3% | +$149K | 0.3% | 83 |
|
|
2023
Q2 | $4.99M | Buy |
108,355
+8,731
| +9% | +$409K | 0.3% | 78 |
|
|
2023
Q1 | $4.67M | Buy |
99,624
+25,569
| +35% | +$1.25M | 0.31% | 69 |
|
|
2022
Q4 | $3.35M | Sell |
74,055
-29,930
| -29% | -$1.36M | 0.25% | 94 |
|
|
2022
Q3 | $4.33M | Buy |
103,985
+8,770
| +9% | +$433K | 0.42% | 53 |
|
|
2022
Q2 | $4.38M | Buy |
95,215
+23,109
| +32% | +$1.16M | 0.41% | 63 |
|
|
2022
Q1 | $3.85M | Buy |
72,106
+18,712
| +35% | +$1.16M | 0.3% | 89 |
|
|
2021
Q4 | $3.22M | Buy |
53,394
+3,617
| +7% | +$240K | 0.25% | 110 |
|
|
2021
Q3 | $3.49M | Sell |
49,777
-2,423
| -5% | -$169K | 0.36% | 80 |
|
|
2021
Q2 | $3.69M | Buy |
52,200
+33,454
| +178% | +$2.48M | 0.26% | 99 |
|
|
2021
Q1 | $1.36M | Buy |
18,746
+3,266
| +21% | +$218K | 0.11% | 208 |
|
|
2020
Q4 | $954K | Sell |
15,480
-5,550
| -26% | -$282K | 0.08% | 257 |
|
|
2020
Q3 | $907K | Sell |
21,030
-1,982
| -9% | -$98.7K | 0.07% | 258 |
|
|
2020
Q2 | $1.18M | Buy |
23,012
+1,925
| +9% | +$91.3K | 0.09% | 230 |
|
|
2020
Q1 | $885K | Buy |
21,087
+3,274
| +18% | +$220K | 0.11% | 214 |
|
|
2019
Q4 | $1.83M | Buy |
17,813
+2,994
| +20% | +$221K | 0.07% | 228 |
|
|
2019
Q3 | $1.02M | Buy |
14,819
+1,308
| +10% | +$89K | 0.11% | 202 |
|
|
2019
Q2 | $946K | Buy |
13,511
+598
| +5% | +$40K | 0.1% | 206 |
|
|
2019
Q1 | $803K | Buy |
12,913
+267
| +2% | +$16.6K | 0.09% | 228 |
|
|
2018
Q4 | $658K | Buy |
12,646
+1,589
| +14% | +$101K | 0.08% | 241 |
|
|
2018
Q3 | $793K | Sell |
11,057
-588
| -5% | -$41.6K | 0.09% | 241 |
|
|
2018
Q2 | $779K | Sell |
11,645
-408
| -3% | -$28.1K | 0.06% | 288 |
|
|
2018
Q1 | $814K | Buy |
12,053
+1,628
| +16% | +$122K | 0.06% | 267 |
|
|
2017
Q4 | $776K | Buy |
10,425
+1,173
| +13% | +$86.7K | 0.06% | 287 |
|
|
2017
Q3 | $673K | Sell |
9,252
-186
| -2% | -$12.7K | 0.06% | 295 |
|
|
2017
Q2 | $562K | Sell |
9,438
-395
| -4% | -$24.2K | 0.09% | 233 |
|
|
2017
Q1 | $586K | Buy |
9,833
+4,568
| +87% | +$270K | 0.06% | 293 |
|
|
2016
Q4 | $313K | Buy |
+5,265
| New | +$284K | 0.04% | 357 |
|
Other funds holding C
Level Four Advisory Services's C Position: Q2 2026 in Review
Level Four Advisory Services increased its Citigroup (C) stake by 1% in Q2 2026, buying an estimated $176K and bringing the position to 133,194 shares worth $18.6M. The position accounts for 0.53% of the portfolio, ranked #30.
Level Four Advisory Services first reported a position in C in Q4 2016 and has held it in 39 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Level Four Advisory Services held 133,194 shares of Citigroup worth $18.6M as of Q2 2026.
- Level Four Advisory Services bought 1,355 Citigroup shares in Q2 2026, an estimated $176K.
- Citigroup made up 0.53% of Level Four Advisory Services's portfolio in Q2 2026, its #30 holding.
- Level Four Advisory Services first reported a position in Citigroup in Q4 2016 and has held it in 39 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.