Oakland Financial Corp’s Citigroup C Stock Holding History

Oakland Financial Corp’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
2025 Q1	–	Sell	-4,000	Closed	-$282K	–	14
2024 Q4	$282K	Buy	+4,000	New	+$270K	3.22%	14

Other funds holding C

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Oakland Financial Corp's C Position: Q1 2025 in Review

Oakland Financial Corp sold out of Citigroup (C) in Q1 2025, closing a stake of 4,000 shares — an estimated $282K sold.

Oakland Financial Corp first reported a position in C in Q4 2024 and held it in 1 quarter. The position peaked at $282K in Q4 2024. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

Oakland Financial Corp reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
Oakland Financial Corp sold 4,000 Citigroup shares in Q1 2025, an estimated $282K.
Oakland Financial Corp first reported a position in Citigroup in Q4 2024 and held it in 1 quarter.
Oakland Financial Corp's Citigroup position peaked at $282K in Q4 2024.
2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Oakland Financial Corp's 13F filing for Q1 2025, filed 21 Aug 2025.