Mark Sheptoff Financial Planning’s Citigroup C Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$87K	Hold	680	–	–	0.05%	146
2025 Q4	$79.3K	Hold	680	–	–	0.04%	166
2025 Q3	$69K	Hold	680	–	–	0.03%	171
2025 Q2	$57.9K	Hold	680	–	–	0.03%	176
2025 Q1	$48.3K	Hold	680	–	–	0.03%	174
2024 Q4	$47.9K	Hold	680	–	–	0.03%	178
2024 Q3	$42.6K	Hold	680	–	–	0.02%	179
2024 Q2	$43.2K	Buy	680 +185	+37%	+$11.4K	0.02%	187
2024 Q1	$31.3K	Hold	495	–	–	0.02%	203
2023 Q4	$25.5K	Sell	495 -495	-50%	-$21.9K	0.02%	208
2023 Q3	$40.7K	Hold	990	–	–	0.03%	161
2023 Q2	$45.6K	Hold	990	–	–	0.03%	166
2023 Q1	$46.4K	Hold	990	–	–	0.03%	157
2022 Q4	$44.8K	Hold	990	–	–	0.03%	157
2022 Q3	$41K	Sell	990 -500	-34%	-$24.7K	0.03%	157
2022 Q2	$69K	Hold	1,490	–	–	0.04%	137
2022 Q1	$80K	Buy	1,490 +250	+20%	+$15.4K	0.04%	144
2021 Q4	$75K	Hold	1,240	–	–	0.04%	151
2021 Q3	$87K	Hold	1,240	–	–	0.05%	147
2021 Q2	$88K	Buy	1,240 +250	+25%	+$18.5K	0.05%	144
2021 Q1	$72K	Hold	990	–	–	0.04%	138
2020 Q4	$61K	Sell	990 -100	-9%	-$5.08K	0.03%	150
2020 Q3	$47K	Hold	1,090	–	–	0.03%	146
2020 Q2	$56K	Buy	1,090 +100	+10%	+$4.75K	0.04%	144
2020 Q1	$42K	Hold	990	–	–	0.03%	140
2019 Q4	$79K	Sell	990 -79	-7%	-$5.84K	0.05%	124
2019 Q3	$74K	Hold	1,069	–	–	0.05%	126
2019 Q2	$75K	Sell	1,069 -200	-16%	-$13.4K	0.05%	134
2019 Q1	$79K	Sell	1,269 -25	-2%	-$1.55K	0.06%	126
2018 Q4	$67K	Sell	1,294 -500	-28%	-$31.7K	0.06%	122
2018 Q3	$129K	Hold	1,794	–	–	0.09%	117
2018 Q2	$120K	Sell	1,794 -8,357	-82%	-$575K	0.09%	118
2018 Q1	$685K	Sell	10,151 -3,419	-25%	-$257K	0.48%	52
2017 Q4	$1.01M	Buy	13,570 +1,351	+11%	+$99.9K	0.66%	46
2017 Q3	$889K	Buy	12,219 +11,080	+973%	+$756K	0.6%	47
2017 Q2	$76K	Sell	1,139 -1	-0.1%	-$61	0.05%	154
2017 Q1	$68K	Buy	1,140 +1	+0.1%	+$59	0.05%	160
2016 Q4	$68K	Sell	1,139 -20	-2%	-$1.08K	0.05%	157
2016 Q3	$55K	Hold	1,159	–	–	0.04%	167
2016 Q2	$49K	Sell	1,159 -92	-7%	-$4.07K	0.04%	159
2016 Q1	$52K	Sell	1,251 -147	-11%	-$6.14K	0.04%	150
2015 Q4	$72K	Buy	1,398 +79	+6%	+$4.19K	0.06%	145
2015 Q3	$65K	Buy	1,319 +147	+13%	+$8.03K	0.06%	147
2015 Q2	$65K	Buy	1,172 +92	+9%	+$5K	0.05%	155
2015 Q1	$56K	Hold	1,080	–	–	0.05%	158
2014 Q4	$58K	Sell	1,080 -1,100	-50%	-$58.4K	0.05%	156
2014 Q3	$113K	Buy	2,180 +640	+42%	+$32.2K	0.1%	134
2014 Q2	$73K	Hold	1,540	–	–	0.06%	158
2014 Q1	$73K	Buy	+1,540	New	+$76.7K	0.06%	155

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's C Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Citigroup (C) position steady in Q1 2026 at 680 shares worth $87K. The position accounts for 0.05% of the portfolio, ranked #146.

Mark Sheptoff Financial Planning first reported a position in C in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.01M in Q4 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Mark Sheptoff Financial Planning held 680 shares of Citigroup worth $87K as of Q1 2026.
Mark Sheptoff Financial Planning left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #146 holding.
Mark Sheptoff Financial Planning first reported a position in Citigroup in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Citigroup position peaked at $1.01M in Q4 2017.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.