Pinnacle Wealth Planning Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $621K | Sell |
5,477
-25
| -0.5% | -$2.85K | 0.06% | 180 |
|
|
2025
Q4 | $642K | Buy |
5,502
+143
| +3% | +$14.8K | 0.07% | 165 |
|
|
2025
Q3 | $544K | Sell |
5,359
-145
| -3% | -$13.8K | 0.06% | 191 |
|
|
2025
Q2 | $469K | Sell |
5,504
-26
| -0.5% | -$1.88K | 0.06% | 207 |
|
|
2025
Q1 | $393K | Buy |
5,530
+424
| +8% | +$32.3K | 0.06% | 205 |
|
|
2024
Q4 | $359K | Buy |
5,106
+165
| +3% | +$11.1K | 0.05% | 214 |
|
|
2024
Q3 | $309K | Sell |
4,941
-16
| -0.3% | -$989 | 0.04% | 296 |
|
|
2024
Q2 | $315K | Buy |
4,957
+662
| +15% | +$40.8K | 0.04% | 280 |
|
|
2024
Q1 | $272K | Buy |
4,295
+164
| +4% | +$9.13K | 0.04% | 328 |
|
|
2023
Q4 | $212K | Sell |
4,131
-3,817
| -48% | -$169K | 0.03% | 380 |
|
|
2023
Q3 | $327K | Sell |
7,948
-4,946
| -38% | -$217K | 0.05% | 237 |
|
|
2023
Q2 | $594K | Sell |
12,894
-439
| -3% | -$20.6K | 0.1% | 140 |
|
|
2023
Q1 | $625K | Buy |
13,333
+2,623
| +24% | +$129K | 0.1% | 138 |
|
|
2022
Q4 | $484K | Buy |
10,710
+2,668
| +33% | +$121K | 0.09% | 168 |
|
|
2022
Q3 | $335K | Buy |
8,042
+214
| +3% | +$10.6K | 0.06% | 208 |
|
|
2022
Q2 | $360K | Sell |
7,828
-568
| -7% | -$28.4K | 0.06% | 205 |
|
|
2022
Q1 | $448K | Buy |
8,396
+74
| +0.9% | +$4.57K | 0.08% | 182 |
|
|
2021
Q4 | $502K | Sell |
8,322
-802
| -9% | -$53.3K | 0.1% | 152 |
|
|
2021
Q3 | $640K | Buy |
9,124
+189
| +2% | +$13.2K | 0.14% | 111 |
|
|
2021
Q2 | $632K | Buy |
8,935
+49
| +0.6% | +$3.63K | 0.15% | 111 |
|
|
2021
Q1 | $646K | Buy |
8,886
+992
| +13% | +$66.2K | 0.17% | 97 |
|
|
2020
Q4 | $487K | Buy |
7,894
+109
| +1% | +$5.54K | 0.12% | 118 |
|
|
2020
Q3 | $336K | Sell |
7,785
-11
| -0.1% | -$548 | 0.11% | 142 |
|
|
2020
Q2 | $399K | Sell |
7,796
-853
| -10% | -$40.5K | 0.13% | 129 |
|
|
2020
Q1 | $363K | Sell |
8,649
-56
| -0.6% | -$3.76K | 0.17% | 116 |
|
|
2019
Q4 | $695K | Buy |
8,705
+4,018
| +86% | +$297K | 0.33% | 71 |
|
|
2019
Q3 | $323K | Buy |
4,687
+225
| +5% | +$15.3K | 0.18% | 118 |
|
|
2019
Q2 | $313K | Buy |
4,462
+454
| +11% | +$30.4K | 0.19% | 106 |
|
|
2019
Q1 | $249K | Sell |
4,008
-1,012
| -20% | -$62.8K | 0.17% | 120 |
|
|
2018
Q4 | $261K | Sell |
5,020
-438
| -8% | -$27.7K | 0.17% | 106 |
|
|
2018
Q3 | $392K | Sell |
5,458
-43
| -0.8% | -$3.04K | 0.36% | 94 |
|
|
2018
Q2 | $368K | Sell |
5,501
-2,987
| -35% | -$206K | 0.36% | 93 |
|
|
2018
Q1 | $573K | Buy |
8,488
+5,440
| +178% | +$409K | 0.59% | 51 |
|
|
2017
Q4 | $226K | Buy |
+3,048
| New | +$225K | 0.46% | 51 |
|
Other funds holding C
VCM
VPM
Pinnacle Wealth Planning Services's C Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Citigroup (C) stake by 0.45% in Q1 2026, selling an estimated $2.85K and leaving 5,477 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #180.
Pinnacle Wealth Planning Services first reported a position in C in Q4 2017 and has held it in 34 quarters since. The position peaked at $695K in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Pinnacle Wealth Planning Services held 5,477 shares of Citigroup worth $621K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 25 Citigroup shares in Q1 2026, an estimated $2.85K.
- Citigroup made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #180 holding.
- Pinnacle Wealth Planning Services first reported a position in Citigroup in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Citigroup position peaked at $695K in Q4 2019.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.