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Lindbrook Capital’s Citigroup C Stock Holding History

Lindbrook Capital’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
Q1 		$614K Sell
8,653
-814
-9% -$62.1K 0.06% 191
2024
Q4 		$666K Buy
9,467
+249
+3% +$16.8K 0.06% 184
2024
Q3 		$577K Buy
9,218
+317
+4% +$19.6K 0.05% 205
2024
Q2 		$565K Buy
8,901
+414
+5% +$25.5K 0.05% 189
2024
Q1 		$537K Buy
8,487
+399
+5% +$22.2K 0.05% 208
2023
Q4 		$416K Buy
8,088
+4,226
+109% +$187K 0.04% 225
2023
Q3 		$159K Sell
3,862
-5,298
-58% -$233K 0.02% 369
2023
Q2 		$422K Sell
9,160
-1,205
-12% -$56.4K 0.04% 202
2023
Q1 		$486K Buy
10,365
+312
+3% +$15.3K 0.06% 175
2022
Q4 		$455K Sell
10,053
-2,487
-20% -$113K 0.06% 193
2022
Q3 		$523K Sell
12,540
-2,139
-15% -$106K 0.09% 130
2022
Q2 		$675K Buy
14,679
+379
+3% +$19K 0.11% 119
2022
Q1 		$764K Buy
14,300
+3,985
+39% +$246K 0.12% 112
2021
Q4 		$623K Buy
10,315
+7,913
+329% +$526K 0.09% 133
2021
Q3 		$169K Sell
2,402
-2,532
-51% -$177K 0.04% 180
2021
Q2 		$349K Sell
4,934
-280
-5% -$20.7K 0.08% 110
2021
Q1 		$379K Buy
5,214
+229
+5% +$15.3K 0.09% 96
2020
Q4 		$307K Sell
4,985
-186
-4% -$9.46K 0.08% 103
2020
Q3 		$223K Buy
5,171
+970
+23% +$48.3K 0.06% 120
2020
Q2 		$215K Buy
4,201
+334
+9% +$15.8K 0.06% 113
2020
Q1 		$168K Sell
3,867
-3,494
-47% -$235K 0.06% 116
2019
Q4 		$588K Buy
7,361
+78
+1% +$5.76K 0.2% 46
2019
Q3 		$504K Sell
7,283
-111
-2% -$7.55K 0.19% 49
2019
Q2 		$517K Buy
7,394
+1,342
+22% +$89.8K 0.2% 51
2019
Q1 		$376K Sell
6,052
-1,015
-14% -$63K 0.15% 68
2018
Q4 		$367K Buy
+7,067
New +$447K 0.18% 59

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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 $336B AUM 34.66% 1-Year Est. Return

Lindbrook Capital's C Position: Q1 2025 in Review

Lindbrook Capital reduced its Citigroup (C) stake by 8.6% in Q1 2025, selling an estimated $62.1K and leaving 8,653 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #191.

Lindbrook Capital first reported a position in C in Q4 2018 and has held it in 26 quarters since. The position peaked at $764K in Q1 2022. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Lindbrook Capital held 8,653 shares of Citigroup worth $614K as of Q1 2025.
  • Lindbrook Capital sold 814 Citigroup shares in Q1 2025, an estimated $62.1K.
  • Citigroup made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #191 holding.
  • Lindbrook Capital first reported a position in Citigroup in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Citigroup position peaked at $764K in Q1 2022.
  • 2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.