Loring Wolcott & Coolidge Fiduciary 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
Q2 | $1.57M | Buy |
11,234
+4,350
| +63% | +$566K | 0.02% | 138 |
|
|
2026
Q1 | $856K | Sell |
6,884
-6
| -0.1% | -$683 | 0.01% | 183 |
|
|
2025
Q4 | $791K | Hold |
6,890
| – | – | 0.01% | 192 |
|
|
2025
Q3 | $666K | Buy |
+6,890
| New | +$654K | 0.01% | 212 |
|
|
2025
Q1 | – | Sell |
-850
| Closed | -$68.9K | – | 561 |
|
|
2024
Q4 | $68.9K | Hold |
850
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $53.5K | Hold |
850
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $57.2K | Hold |
850
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $51.8K | Hold |
850
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $47.7K | Hold |
850
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $35.1K | Sell |
850
-2,200
| -72% | -$96.6K | ﹤0.01% | 446 |
|
|
2023
Q2 | $140K | Buy |
3,050
+172
| +6% | +$8.06K | ﹤0.01% | 327 |
|
|
2023
Q1 | $135K | Hold |
2,878
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $130K | Sell |
2,878
-11
| -0.4% | -$500 | ﹤0.01% | 316 |
|
|
2022
Q3 | $120K | Hold |
2,889
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $133K | Buy |
2,889
+39
| +1% | +$1.95K | ﹤0.01% | 330 |
|
|
2022
Q1 | $152K | Hold |
2,850
| – | – | ﹤0.01% | 328 |
|
|
2021
Q4 | $172K | Sell |
2,850
-108
| -4% | -$7.18K | ﹤0.01% | 330 |
|
|
2021
Q3 | $208K | Sell |
2,958
-268
| -8% | -$18.7K | ﹤0.01% | 304 |
|
|
2021
Q2 | $228K | Sell |
3,226
-95
| -3% | -$7.03K | ﹤0.01% | 300 |
|
|
2021
Q1 | $242K | Sell |
3,321
-1,997
| -38% | -$133K | ﹤0.01% | 274 |
|
|
2020
Q4 | $328K | Buy |
5,318
+3,270
| +160% | +$166K | ﹤0.01% | 241 |
|
|
2020
Q3 | $88K | Sell |
2,048
-1,646
| -45% | -$82K | ﹤0.01% | 341 |
|
|
2020
Q2 | $189K | Buy |
3,694
+88
| +2% | +$4.17K | ﹤0.01% | 252 |
|
|
2020
Q1 | $152K | Buy |
3,606
+48
| +1% | +$3.22K | ﹤0.01% | 255 |
|
|
2019
Q4 | $284K | Sell |
3,558
-290
| -8% | -$21.4K | ﹤0.01% | 240 |
|
|
2019
Q3 | $266K | Sell |
3,848
-629
| -14% | -$42.8K | ﹤0.01% | 233 |
|
|
2019
Q2 | $314K | Buy |
4,477
+1,740
| +64% | +$116K | ﹤0.01% | 224 |
|
|
2019
Q1 | $170K | Sell |
2,737
-243
| -8% | -$15.1K | ﹤0.01% | 270 |
|
|
2018
Q4 | $155K | Buy |
2,980
+337
| +13% | +$21.3K | ﹤0.01% | 275 |
|
|
2018
Q3 | $190K | Hold |
2,643
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $177K | Hold |
2,643
| – | – | ﹤0.01% | 281 |
|
|
2018
Q1 | $178K | Hold |
2,643
| – | – | ﹤0.01% | 290 |
|
|
2017
Q4 | $197K | Sell |
2,643
-440
| -14% | -$32.5K | ﹤0.01% | 287 |
|
|
2017
Q3 | $224K | Buy |
3,083
+1,083
| +54% | +$73.9K | ﹤0.01% | 269 |
|
|
2017
Q2 | $137K | Sell |
2,000
-200
| -9% | -$12.3K | ﹤0.01% | 312 |
|
|
2017
Q1 | $132K | Buy |
2,200
+2,000
| +1,000% | +$118K | ﹤0.01% | 320 |
|
|
2016
Q4 | $12K | Buy |
200
+163
| +441% | +$8.79K | ﹤0.01% | 514 |
|
|
2016
Q3 | $2K | Sell |
37
-153
| -81% | -$6.96K | ﹤0.01% | 595 |
|
|
2016
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 556 |
|
|
2016
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 551 |
|
|
2015
Q4 | $10K | Buy |
+190
| New | +$10.1K | ﹤0.01% | 562 |
|
Other funds holding C
AACR
Loring Wolcott & Coolidge Fiduciary Advisors's C Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Citigroup (C) stake by 63% in Q2 2026, buying an estimated $566K and bringing the position to 11,234 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #138.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in C in Q4 2015 and has held it in 41 quarters since. 1,417 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 11,234 shares of Citigroup worth $1.57M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 4,350 Citigroup shares in Q2 2026, an estimated $566K.
- Citigroup made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #138 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Citigroup in Q4 2015 and has held it in 41 quarters since.
- 1,417 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.