RFG Advisory’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.42M Sell
17,299
-40
-0.2% -$5.21K 0.04% 328
2026
Q1
$1.97M Sell
17,339
-2,264
-12% -$258K 0.04% 340
2025
Q4
$2.29M Buy
19,603
+2,204
+13% +$229K 0.04% 302
2025
Q3
$1.77M Sell
17,399
-33,940
-66% -$3.22M 0.04% 353
2025
Q2
$4.37M Sell
51,339
-436
-0.8% -$31.5K 0.1% 154
2025
Q1
$3.68M Buy
51,775
+41,907
+425% +$3.2M 0.1% 146
2024
Q4
$695K Buy
9,868
+1,476
+18% +$99.5K 0.02% 440
2024
Q3
$525K Sell
8,392
-446
-5% -$27.6K 0.02% 504
2024
Q2
$561K Sell
8,838
-137
-2% -$8.45K 0.02% 470
2024
Q1
$568K Sell
8,975
-481
-5% -$26.8K 0.02% 479
2023
Q4
$486K Sell
9,456
-786
-8% -$34.8K 0.02% 453
2023
Q3
$421K Buy
10,242
+1,219
+14% +$53.5K 0.02% 435
2023
Q2
$415K Sell
9,023
-77
-0.8% -$3.61K 0.02% 462
2023
Q1
$427K Buy
9,100
+4
+0% +$196 0.02% 445
2022
Q4
$463K Sell
9,096
-1,981
-18% -$90K 0.02% 425
2022
Q3
$511K Sell
11,077
-4,452
-29% -$220K 0.03% 369
2022
Q2
$802K Buy
15,529
+4,017
+35% +$201K 0.05% 267
2022
Q1
$615K Sell
11,512
-154
-1% -$9.51K 0.04% 277
2021
Q4
$705K Buy
11,666
+5,541
+90% +$368K 0.05% 246
2021
Q3
$430K Buy
6,125
+1,753
+40% +$123K 0.04% 299
2021
Q2
$309K Buy
4,372
+866
+25% +$64.1K 0.03% 347
2021
Q1
$255K Sell
3,506
-987
-22% -$65.9K 0.03% 369
2020
Q4
$294K Buy
+4,493
New +$228K 0.04% 337
2020
Q3
Sell
-4,858
Closed -$248K 406
2020
Q2
$248K Buy
+4,858
New +$230K 0.04% 326
2020
Q1
Sell
-3,528
Closed -$282K 355
2019
Q4
$282K Sell
3,528
-43
-1% -$3.18K 0.05% 296
2019
Q3
$247K Buy
3,571
+474
+15% +$32.2K 0.05% 270
2019
Q2
$219K Buy
+3,097
New +$207K 0.05% 285
2018
Q4
Sell
-3,689
Closed -$265K 265
2018
Q3
$265K Buy
3,689
+526
+17% +$37.2K 0.07% 242
2018
Q2
$212K Buy
+3,163
New +$218K 0.06% 190

Other funds holding C

RFG Advisory's C Position: Q2 2026 in Review

RFG Advisory reduced its Citigroup (C) stake by 0.23% in Q2 2026, selling an estimated $5.21K and leaving 17,299 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #328.

RFG Advisory first reported a position in C in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.37M in Q2 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • RFG Advisory held 17,299 shares of Citigroup worth $2.42M as of Q2 2026.
  • RFG Advisory sold 40 Citigroup shares in Q2 2026, an estimated $5.21K.
  • Citigroup made up 0.04% of RFG Advisory's portfolio in Q2 2026, its #328 holding.
  • RFG Advisory first reported a position in Citigroup in Q2 2018 and has held it in 29 quarters since.
  • RFG Advisory's Citigroup position peaked at $4.37M in Q2 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.