Lido 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
Q1 | $11.1M | Sell |
98,082
-19,943
| -17% | -$2.27M | 0.03% | 300 |
|
|
2025
Q4 | $12.5M | Buy |
118,025
+1,491
| +1% | +$155K | 0.04% | 292 |
|
|
2025
Q3 | $11.8M | Buy |
116,534
+32,628
| +39% | +$3.1M | 0.04% | 286 |
|
|
2025
Q2 | $7.14M | Sell |
83,906
-89,743
| -52% | -$6.49M | 0.03% | 302 |
|
|
2025
Q1 | $12.3M | Buy |
173,649
+35,848
| +26% | +$2.73M | 0.06% | 212 |
|
|
2024
Q4 | $9.7M | Buy |
137,801
+111,943
| +433% | +$7.54M | 0.04% | 221 |
|
|
2024
Q3 | $1.62M | Buy |
25,858
+2,314
| +10% | +$143K | 0.01% | 534 |
|
|
2024
Q2 | $1.49M | Buy |
23,544
+1,236
| +6% | +$76.2K | 0.01% | 527 |
|
|
2024
Q1 | $1.41M | Buy |
22,308
+1,796
| +9% | +$99.9K | 0.01% | 534 |
|
|
2023
Q4 | $1.06M | Sell |
20,512
-3,980
| -16% | -$176K | 0.01% | 597 |
|
|
2023
Q3 | $1.01M | Sell |
24,492
-86,608
| -78% | -$3.8M | 0.01% | 541 |
|
|
2023
Q2 | $5.12M | Buy |
111,100
+14,774
| +15% | +$692K | 0.04% | 222 |
|
|
2023
Q1 | $89.6K | Buy |
96,326
+62,123
| +182% | +$3.05M | ﹤0.01% | 1089 |
|
|
2022
Q4 | $1.55M | Buy |
34,203
+14,310
| +72% | +$650K | 0.02% | 330 |
|
|
2022
Q3 | $828K | Sell |
19,893
-2,437
| -11% | -$120K | 0.01% | 414 |
|
|
2022
Q2 | $1.03M | Buy |
22,330
+835
| +4% | +$41.8K | 0.01% | 347 |
|
|
2022
Q1 | $1.15M | Buy |
21,495
+2,496
| +13% | +$154K | 0.01% | 369 |
|
|
2021
Q4 | $1.15M | Sell |
18,999
-15,959
| -46% | -$1.06M | 0.01% | 394 |
|
|
2021
Q3 | $2.45M | Buy |
34,958
+8,279
| +31% | +$579K | 0.03% | 243 |
|
|
2021
Q2 | $1.89M | Buy |
26,679
+3,827
| +17% | +$283K | 0.03% | 268 |
|
|
2021
Q1 | $1.66M | Buy |
22,852
+3,303
| +17% | +$220K | 0.03% | 252 |
|
|
2020
Q4 | $1.21M | Sell |
19,549
-6
| -0% | -$305 | 0.03% | 283 |
|
|
2020
Q3 | $843K | Sell |
19,555
-450
| -2% | -$22.4K | 0.02% | 291 |
|
|
2020
Q2 | $1.02M | Sell |
20,005
-13,402
| -40% | -$636K | 0.03% | 241 |
|
|
2020
Q1 | $1.41M | Sell |
33,407
-18,205
| -35% | -$1.22M | 0.06% | 177 |
|
|
2019
Q4 | $4.12M | Buy |
51,612
+26,761
| +108% | +$1.98M | 0.16% | 92 |
|
|
2019
Q3 | $1.72M | Buy |
24,851
+69
| +0.3% | +$4.69K | 0.09% | 144 |
|
|
2019
Q2 | $1.74M | Buy |
24,782
+705
| +3% | +$47.2K | 0.1% | 124 |
|
|
2019
Q1 | $1.5M | Buy |
24,077
+6,526
| +37% | +$405K | 0.1% | 130 |
|
|
2018
Q4 | $913K | Buy |
17,551
+2,488
| +17% | +$158K | 0.09% | 135 |
|
|
2018
Q3 | $1.08M | Buy |
15,063
+1,387
| +10% | +$98.1K | 0.11% | 113 |
|
|
2018
Q2 | $915K | Buy |
13,676
+8,284
| +154% | +$570K | 0.11% | 121 |
|
|
2018
Q1 | $363K | Buy |
+5,392
| New | +$405K | 0.05% | 250 |
|
|
2017
Q4 | – | Sell |
-3,568
| Closed | -$262K | – | 311 |
|
|
2017
Q3 | $262K | Buy |
+3,568
| New | +$244K | 0.04% | 227 |
|
Other funds holding C
VCM
VPM
Lido Advisors's C Position: Q1 2026 in Review
Lido Advisors reduced its Citigroup (C) stake by 17% in Q1 2026, selling an estimated $2.27M and leaving 98,082 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #300.
Lido Advisors first reported a position in C in Q3 2017 and has held it in 34 quarters since. The position peaked at $12.5M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Lido Advisors held 98,082 shares of Citigroup worth $11.1M as of Q1 2026.
- Lido Advisors sold 19,943 Citigroup shares in Q1 2026, an estimated $2.27M.
- Citigroup made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #300 holding.
- Lido Advisors first reported a position in Citigroup in Q3 2017 and has held it in 34 quarters since.
- Lido Advisors's Citigroup position peaked at $12.5M in Q4 2025.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.