Retirement Wealth Solutions’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$21.7K Buy
167
+20
+14% +$2.69K 0.01% 174
2026
Q2
$20.6K Hold
147
– – 0.01% 155
2026
Q1
$16.7K Hold
147
– – 0.01% 164
2025
Q4
$17.2K Buy
147
+1
+0.7% +$104 0.01% 173
2025
Q3
$14.8K Hold
146
– – 0.01% 187
2025
Q2
$12.4K Hold
146
– – 0.01% 215
2025
Q1
$10.3K Buy
146
+1
+0.7% +$76 0.01% 222
2024
Q4
$10.4K Buy
+145
New +$9.8K 0.01% 225

Other funds holding C

Retirement Wealth Solutions's C Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Citigroup (C) stake by 14% in Q3 2026, buying an estimated $2.69K and bringing the position to 167 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #174.

Retirement Wealth Solutions first reported a position in C in Q4 2024 and has held it in 8 quarters since. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Retirement Wealth Solutions held 167 shares of Citigroup worth $21.7K as of Q3 2026.
  • Retirement Wealth Solutions bought 20 Citigroup shares in Q3 2026, an estimated $2.69K.
  • Citigroup made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #174 holding.
  • Retirement Wealth Solutions first reported a position in Citigroup in Q4 2024 and has held it in 8 quarters since.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.