Moneta Group Investment 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 | $2.22M | Buy |
15,864
+507
| +3% | +$66K | 0.02% | 286 |
|
|
2026
Q1 | $1.74M | Buy |
15,357
+1,438
| +10% | +$164K | 0.01% | 283 |
|
|
2025
Q4 | $1.62M | Buy |
13,919
+3,527
| +34% | +$366K | 0.01% | 291 |
|
|
2025
Q3 | $1.05M | Buy |
10,392
+802
| +8% | +$76.1K | 0.01% | 345 |
|
|
2025
Q2 | $816K | Sell |
9,590
-328
| -3% | -$23.7K | 0.01% | 339 |
|
|
2025
Q1 | $704K | Buy |
9,918
+1,692
| +21% | +$129K | 0.01% | 345 |
|
|
2024
Q4 | $579K | Buy |
8,226
+1,218
| +17% | +$82.1K | 0.01% | 378 |
|
|
2024
Q3 | $439K | Sell |
7,008
-684
| -9% | -$42.3K | 0.01% | 437 |
|
|
2024
Q2 | $488K | Buy |
7,692
+317
| +4% | +$19.5K | 0.01% | 396 |
|
|
2024
Q1 | $466K | Buy |
7,375
+1,444
| +24% | +$80.4K | 0.01% | 391 |
|
|
2023
Q4 | $305K | Buy |
5,931
+345
| +6% | +$15.3K | 0.01% | 443 |
|
|
2023
Q3 | $230K | Sell |
5,586
-405
| -7% | -$17.8K | 0.01% | 461 |
|
|
2023
Q2 | $276K | Sell |
5,991
-1,479
| -20% | -$69.3K | 0.01% | 440 |
|
|
2023
Q1 | $350K | Buy |
7,470
+1,947
| +35% | +$95.5K | 0.01% | 385 |
|
|
2022
Q4 | $288K | Sell |
5,523
-3,068
| -36% | -$139K | 0.01% | 377 |
|
|
2022
Q3 | $358K | Sell |
8,591
-1,542
| -15% | -$76.2K | 0.01% | 317 |
|
|
2022
Q2 | $466K | Sell |
10,133
-822
| -8% | -$41.1K | 0.02% | 309 |
|
|
2022
Q1 | $585K | Sell |
10,955
-3,021
| -22% | -$187K | 0.02% | 275 |
|
|
2021
Q4 | $844K | Buy |
13,976
+767
| +6% | +$51K | 0.03% | 232 |
|
|
2021
Q3 | $927K | Buy |
13,209
+389
| +3% | +$27.2K | 0.04% | 201 |
|
|
2021
Q2 | $907K | Buy |
12,820
+3,858
| +43% | +$285K | 0.04% | 206 |
|
|
2021
Q1 | $652K | Buy |
+8,962
| New | +$598K | 0.03% | 224 |
|
|
2020
Q1 | – | Sell |
-15,096
| Closed | -$1.21M | – | 241 |
|
|
2019
Q4 | $1.21M | Sell |
15,096
-2,319
| -13% | -$171K | 0.1% | 109 |
|
|
2019
Q3 | $1.2M | Buy |
17,415
+3,107
| +22% | +$211K | 0.11% | 111 |
|
|
2019
Q2 | $1M | Buy |
14,308
+1,434
| +11% | +$96K | 0.1% | 114 |
|
|
2019
Q1 | $801K | Sell |
12,874
-380
| -3% | -$23.6K | 0.08% | 112 |
|
|
2018
Q4 | $690K | Sell |
13,254
-656
| -5% | -$41.5K | 0.08% | 117 |
|
|
2018
Q3 | $998K | Sell |
13,910
-2,181
| -14% | -$154K | 0.1% | 107 |
|
|
2018
Q2 | $1.08M | Buy |
16,091
+1,294
| +9% | +$89.1K | 0.12% | 103 |
|
|
2018
Q1 | $999K | Buy |
14,797
+231
| +2% | +$17.4K | 0.13% | 81 |
|
|
2017
Q4 | $1.08M | Buy |
14,566
+3,150
| +28% | +$233K | 0.16% | 67 |
|
|
2017
Q3 | $830K | Sell |
11,416
-1,651
| -13% | -$113K | 0.13% | 80 |
|
|
2017
Q2 | $874K | Buy |
13,067
+2,310
| +21% | +$142K | 0.14% | 90 |
|
|
2017
Q1 | $643K | Buy |
10,757
+200
| +2% | +$11.8K | 0.13% | 75 |
|
|
2016
Q4 | $627K | Buy |
10,557
+300
| +3% | +$16.2K | 0.13% | 74 |
|
|
2016
Q3 | $484K | Hold |
10,257
| – | – | 0.11% | 81 |
|
|
2016
Q2 | $435K | Sell |
10,257
-2,377
| -19% | -$105K | 0.1% | 116 |
|
|
2016
Q1 | $527K | Buy |
12,634
+2,477
| +24% | +$104K | 0.12% | 105 |
|
|
2015
Q4 | $526K | Buy |
10,157
+7,000
| +222% | +$371K | 0.13% | 74 |
|
|
2015
Q3 | $157K | Sell |
3,157
-7,000
| -69% | -$382K | 0.04% | 142 |
|
|
2015
Q2 | $561K | Buy |
10,157
+997
| +11% | +$54.2K | 0.17% | 69 |
|
|
2015
Q1 | $472K | Hold |
9,160
| – | – | 0.2% | 88 |
|
|
2014
Q4 | $496K | Hold |
9,160
| – | – | 0.24% | 74 |
|
|
2014
Q3 | $475K | Buy |
9,160
+2,286
| +33% | +$115K | 0.25% | 68 |
|
|
2014
Q2 | $324K | Sell |
6,874
-9
| -0.1% | -$428 | 0.17% | 100 |
|
|
2014
Q1 | $328K | Buy |
6,883
+700
| +11% | +$34.9K | 0.19% | 88 |
|
|
2013
Q4 | $322K | Sell |
6,183
-26
| -0.4% | -$1.32K | 0.19% | 86 |
|
|
2013
Q3 | $301K | Buy |
6,209
+26
| +0.4% | +$1.31K | 0.2% | 88 |
|
|
2013
Q2 | $297K | Buy |
+6,183
| New | +$297K | 0.21% | 85 |
|
Other funds holding C
Moneta Group Investment Advisors's C Position: Q2 2026 in Review
Moneta Group Investment Advisors increased its Citigroup (C) stake by 3.3% in Q2 2026, buying an estimated $66K and bringing the position to 15,864 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #286.
Moneta Group Investment Advisors first reported a position in C in Q2 2013 and has held it in 49 quarters since. 2,629 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Moneta Group Investment Advisors held 15,864 shares of Citigroup worth $2.22M as of Q2 2026.
- Moneta Group Investment Advisors bought 507 Citigroup shares in Q2 2026, an estimated $66K.
- Citigroup made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #286 holding.
- Moneta Group Investment Advisors first reported a position in Citigroup in Q2 2013 and has held it in 49 quarters since.
- 2,629 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.