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Ridgewood Investments’s Citigroup C Stock Holding History

Ridgewood Investments’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
2026
Q3 		$590K Sell
4,557
-87
-2% -$11.7K 0.22% 129
2026
Q2 		$650K Sell
4,644
-431
-8% -$56.1K 0.24% 126
2026
Q1 		$576K Buy
+5,075
New +$578K 0.24% 126
2025
Q3 		$522K Hold
5,146
– – 0.22% 124
2025
Q2 		$438K Hold
5,146
– – 0.19% 128
2025
Q1 		$365K Sell
5,146
-101
-2% -$7.7K 0.17% 138
2024
Q4 		$369K Sell
5,247
-2,157
-29% -$145K 0.18% 133
2024
Q3 		$463K Sell
7,404
-211
-3% -$13K 0.23% 105
2024
Q2 		$483K Sell
7,615
-561
-7% -$34.6K 0.24% 113
2024
Q1 		$517K Sell
8,176
-18
-0.2% -$1K 0.27% 118
2023
Q4 		$421K Sell
8,194
-518
-6% -$22.9K 0.25% 118
2023
Q3 		$358K Sell
8,712
-1,789
-17% -$78.5K 0.24% 123
2023
Q2 		$483K Sell
10,501
-20,196
-66% -$946K 0.27% 105
2023
Q1 		$1.44M Sell
30,697
-548
-2% -$26.9K 0.88% 17
2022
Q4 		$1.41M Buy
31,245
+4,883
+19% +$222K 1% 15
2022
Q3 		$1.1M Buy
26,362
+2,002
+8% +$98.9K 0.92% 21
2022
Q2 		$1.12M Buy
24,360
+10,588
+77% +$530K 0.88% 24
2022
Q1 		$735K Buy
13,772
+9,362
+212% +$578K 0.48% 67
2021
Q4 		$266K Buy
4,410
+1,036
+31% +$68.9K 0.17% 160
2021
Q3 		$237K Buy
3,374
+82
+2% +$5.73K 0.16% 163
2021
Q2 		$233K Sell
3,292
-1,129
-26% -$83.5K 0.15% 165
2021
Q1 		$322K Buy
+4,421
New +$295K 0.2% 140
2020
Q3 		– Sell
-4,086
Closed -$209K – 172
2020
Q2 		$209K Buy
+4,086
New +$194K 0.17% 152
2020
Q1 		– Sell
-4,085
Closed -$326K – 163
2019
Q4 		$326K Hold
4,085
– – 0.23% 128
2019
Q3 		$282K Buy
4,085
+146
+4% +$9.93K 0.22% 135
2019
Q2 		$276K Hold
3,939
– – 0.22% 133
2019
Q1 		$245K Buy
+3,939
New +$245K 0.2% 149

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments's C Position: Q3 2026 in Review

Ridgewood Investments reduced its Citigroup (C) stake by 1.9% in Q3 2026, selling an estimated $11.7K and leaving 4,557 shares worth $590K. The position accounts for 0.22% of the portfolio, ranked #129.

Ridgewood Investments first reported a position in C in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.44M in Q1 2023. 117 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Ridgewood Investments held 4,557 shares of Citigroup worth $590K as of Q3 2026.
  • Ridgewood Investments sold 87 Citigroup shares in Q3 2026, an estimated $11.7K.
  • Citigroup made up 0.22% of Ridgewood Investments's portfolio in Q3 2026, its #129 holding.
  • Ridgewood Investments first reported a position in Citigroup in Q1 2019 and has held it in 27 quarters since.
  • Ridgewood Investments's Citigroup position peaked at $1.44M in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.