Quaker Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-86
Closed -$6.11K 988
2025
Q1
$6.11K Buy
+86
New +$6.56K ﹤0.01% 331

Other funds holding C

Quaker Wealth Management's C Position: Q2 2026 in Review

Quaker Wealth Management reduced its Citigroup (C) stake by 26% in Q2 2026, selling an estimated $2.86K and leaving 63 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Quaker Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Quaker Wealth Management held 63 shares of Citigroup worth $8.82K as of Q2 2026.
  • Quaker Wealth Management sold 22 Citigroup shares in Q2 2026, an estimated $2.86K.
  • Citigroup made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Quaker Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Citigroup position peaked at $15.3K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.