Mayflower Financial 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
$1.29M Sell
9,225
-482
-5% -$62.7K 0.11% 159
2026
Q1
$1.1M Buy
9,707
+12
+0.1% +$1.37K 0.13% 160
2025
Q4
$1.13M Buy
9,695
+375
+4% +$38.9K 0.14% 144
2025
Q3
$946K Sell
9,320
-850
-8% -$80.7K 0.12% 161
2025
Q2
$866K Buy
10,170
+258
+3% +$18.6K 0.12% 166
2025
Q1
$704K Sell
9,912
-312
-3% -$23.8K 0.11% 184
2024
Q4
$720K Buy
10,224
+206
+2% +$13.9K 0.11% 174
2024
Q3
$627K Buy
10,018
+3,083
+44% +$191K 0.09% 190
2024
Q2
$440K Buy
6,935
+109
+2% +$6.72K 0.07% 231
2024
Q1
$432K Sell
6,826
-1,219
-15% -$67.8K 0.07% 231
2023
Q4
$414K Buy
8,045
+155
+2% +$6.86K 0.06% 222
2023
Q3
$325K Sell
7,890
-1,991
-20% -$87.4K 0.05% 243
2023
Q2
$455K Buy
9,881
+229
+2% +$10.7K 0.06% 215
2023
Q1
$453K Buy
9,652
+160
+2% +$7.85K 0.06% 215
2022
Q4
$429K Sell
9,492
-1,078
-10% -$49K 0.06% 219
2022
Q3
$440K Buy
10,570
+993
+10% +$49.1K 0.07% 205
2022
Q2
$440K Buy
9,577
+184
+2% +$9.2K 0.07% 204
2022
Q1
$502K Buy
9,393
+299
+3% +$18.5K 0.07% 199
2021
Q4
$549K Buy
9,094
+736
+9% +$48.9K 0.07% 185
2021
Q3
$600K Buy
8,358
+522
+7% +$36.5K 0.08% 170
2021
Q2
$554K Buy
7,836
+26
+0.3% +$1.92K 0.08% 162
2021
Q1
$568K Sell
7,810
-118
-1% -$7.88K 0.08% 150
2020
Q4
$489K Buy
+7,928
New +$403K 0.08% 151

Other funds holding C

Mayflower Financial Advisors's C Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Citigroup (C) stake by 5% in Q2 2026, selling an estimated $62.7K and leaving 9,225 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #159.

Mayflower Financial Advisors first reported a position in C in Q4 2020 and has held it in 23 quarters since. 1,032 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Mayflower Financial Advisors held 9,225 shares of Citigroup worth $1.29M as of Q2 2026.
  • Mayflower Financial Advisors sold 482 Citigroup shares in Q2 2026, an estimated $62.7K.
  • Citigroup made up 0.11% of Mayflower Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Mayflower Financial Advisors first reported a position in Citigroup in Q4 2020 and has held it in 23 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.