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Livelsberger Financial Advisory’s Citigroup C Stock Holding History

Livelsberger Financial Advisory’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
Q3 		– Sell
-59
Closed -$5.02K – 18
2025
Q2 		$5.02K Buy
+59
New +$4.26K 0.1% 60
2024
Q4 		– Sell
-59
Closed -$3.69K – 16
2024
Q3 		$3.69K Buy
+59
New +$3.65K 0.08% 59
2024
Q1 		– Sell
-59
Closed -$3.04K – 40
2023
Q4 		$3.04K Buy
+59
New +$2.61K ﹤0.01% 373

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Livelsberger Financial Advisory's C Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Citigroup (C) in Q3 2025, closing a stake of 59 shares — an estimated $5.02K sold.

Livelsberger Financial Advisory first reported a position in C in Q4 2023 and held it in 3 quarters. The position peaked at $5.02K in Q2 2025. 2,216 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 59 Citigroup shares in Q3 2025, an estimated $5.02K.
  • Livelsberger Financial Advisory first reported a position in Citigroup in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Citigroup position peaked at $5.02K in Q2 2025.
  • 2,216 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.