Oliver Lagore Vanvalin Investment Group’s Citigroup C Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$43.1K	Buy	+607	New	+$43.9K	0.02%	264
2024 Q4	$43.4K	Hold	617	–	–	0.01%	270
2024 Q3	$38.6K	Sell	617 -149	-19%	-$9.21K	0.01%	269
2024 Q2	$48.6K	Sell	766 -41	-5%	-$2.53K	0.01%	240
2024 Q1	$51K	Buy	807 +162	+25%	+$9.02K	0.02%	243
2023 Q4	$33.2K	Hold	645	–	–	0.01%	255
2023 Q3	$26.5K	Buy	645 +43	+7%	+$1.89K	0.01%	314
2023 Q2	$27.7K	Buy	602 +82	+16%	+$3.84K	0.01%	329
2023 Q1	$24.4K	Hold	520	–	–	0.01%	271
2022 Q4	$23.5K	Buy	520 +305	+142%	+$13.9K	0.01%	252
2022 Q3	$9K	Sell	215 -8	-4%	-$395	0.01%	349
2022 Q2	$10K	Buy	223 +15	+7%	+$750	0.01%	339
2022 Q1	$11K	Buy	+208	New	+$12.8K	0.01%	316

Other funds holding C

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's C Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Citigroup (C) in Q2 2025: 607 shares worth $43.1K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in C as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in C in Q1 2022 and has held it in 13 quarters since. The position peaked at $51K in Q1 2024. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 607 shares of Citigroup worth $43.1K as of Q2 2025.
Citigroup was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Citigroup made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #264 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Citigroup in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Citigroup position peaked at $51K in Q1 2024.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.