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Lloyd Advisory Services’s Citigroup C Stock Holding History

Lloyd Advisory Services’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
2026
Q2 		$3.4K Sell
24
-91
-79% -$11.8K ﹤0.01% 456
2026
Q1 		$13K Buy
+115
New +$13.1K ﹤0.01% 449
2024
Q2 		– Sell
-19,115
Closed -$1.21M – 106
2024
Q1 		$1.21M Buy
19,115
+14,922
+356% +$830K 0.26% 71
2023
Q4 		$216K Sell
4,193
-7,581
-64% -$336K 0.1% 119
2023
Q3 		$484K Buy
+11,774
New +$517K 0.16% 130
2022
Q2 		– Sell
-680
Closed -$36K – 131
2022
Q1 		$36K Buy
680
+672
+8,400% +$41.5K 0.02% 270
2021
Q4 		$0 Hold
8
– – ﹤0.01% 428
2021
Q3 		$1K Hold
8
– – ﹤0.01% 360
2021
Q2 		$1K Hold
8
– – ﹤0.01% 369
2021
Q1 		$1K Hold
8
– – ﹤0.01% 347
2020
Q4 		$0 Hold
8
– – ﹤0.01% 364
2020
Q3 		$0 Buy
+8
New +$399 ﹤0.01% 332

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Advisory Services's C Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Citigroup (C) stake by 79% in Q2 2026, selling an estimated $11.8K and leaving 24 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Lloyd Advisory Services first reported a position in C in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.21M in Q1 2024. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lloyd Advisory Services held 24 shares of Citigroup worth $3.4K as of Q2 2026.
  • Lloyd Advisory Services sold 91 Citigroup shares in Q2 2026, an estimated $11.8K.
  • Citigroup made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #456 holding.
  • Lloyd Advisory Services first reported a position in Citigroup in Q3 2020 and has held it in 12 quarters since.
  • Lloyd Advisory Services's Citigroup position peaked at $1.21M in Q1 2024.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.