Roundview Capital’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 | – | Sell |
-1,722
| Closed | -$201K | – | 342 |
|
|
2025
Q4 | $201K | Buy |
+1,722
| New | +$179K | 0.01% | 325 |
|
|
2020
Q4 | – | Sell |
-20,904
| Closed | -$901K | – | 247 |
|
|
2020
Q3 | $901K | Sell |
20,904
-567
| -3% | -$28.2K | 0.14% | 140 |
|
|
2020
Q2 | $1.1M | Sell |
21,471
-1,292
| -6% | -$61.3K | 0.19% | 128 |
|
|
2020
Q1 | $959K | Sell |
22,763
-4,830
| -18% | -$324K | 0.2% | 124 |
|
|
2019
Q4 | $2.2M | Buy |
27,593
+438
| +2% | +$32.4K | 0.42% | 71 |
|
|
2019
Q3 | $1.88M | Sell |
27,155
-475
| -2% | -$32.3K | 0.4% | 75 |
|
|
2019
Q2 | $1.94M | Sell |
27,630
-299
| -1% | -$20K | 0.44% | 68 |
|
|
2019
Q1 | $1.74M | Sell |
27,929
-1,506
| -5% | -$93.5K | 0.41% | 74 |
|
|
2018
Q4 | $1.53M | Sell |
29,435
-1,007
| -3% | -$63.8K | 0.43% | 77 |
|
|
2018
Q3 | $2.18M | Sell |
30,442
-357
| -1% | -$25.2K | 0.54% | 54 |
|
|
2018
Q2 | $2.06M | Sell |
30,799
-2,949
| -9% | -$203K | 0.54% | 54 |
|
|
2018
Q1 | $2.28M | Sell |
33,748
-13,905
| -29% | -$1.05M | 0.64% | 46 |
|
|
2017
Q4 | $3.55M | Buy |
47,653
+9,947
| +26% | +$736K | 0.92% | 28 |
|
|
2017
Q3 | $2.74M | Sell |
37,706
-33,387
| -47% | -$2.28M | 0.78% | 33 |
|
|
2017
Q2 | $4.75M | Buy |
71,093
+10,473
| +17% | +$642K | 1.39% | 13 |
|
|
2017
Q1 | $3.63M | Buy |
60,620
+26,695
| +79% | +$1.58M | 1.13% | 16 |
|
|
2016
Q4 | $2.02M | Buy |
33,925
+2,243
| +7% | +$121K | 0.65% | 47 |
|
|
2016
Q3 | $1.5M | Buy |
31,682
+682
| +2% | +$31K | 0.53% | 56 |
|
|
2016
Q2 | $1.31M | Buy |
31,000
+24,400
| +370% | +$1.08M | 0.48% | 64 |
|
|
2016
Q1 | $276K | Buy |
+6,600
| New | +$276K | 0.1% | 155 |
|
|
2015
Q1 | – | Sell |
-8,568
| Closed | -$464K | – | 153 |
|
|
2014
Q4 | $464K | Sell |
8,568
-175
| -2% | -$9.29K | 0.19% | 114 |
|
|
2014
Q3 | $453K | Sell |
8,743
-51,416
| -85% | -$2.58M | 0.2% | 93 |
|
|
2014
Q2 | $2.83M | Buy |
60,159
+21,485
| +56% | +$1.02M | 1.15% | 22 |
|
|
2014
Q1 | $1.84M | Buy |
+38,674
| New | +$1.93M | 0.89% | 32 |
|
|
2013
Q4 | – | Sell |
-24,171
| Closed | -$1.17M | – | 130 |
|
|
2013
Q3 | $1.17M | Buy |
+24,171
| New | +$1.22M | 0.61% | 57 |
|
Other funds holding C
VCM
VPM
Roundview Capital's C Position: Q1 2026 in Review
Roundview Capital sold out of Citigroup (C) in Q1 2026, closing a stake of 1,722 shares — an estimated $201K sold.
Roundview Capital first reported a position in C in Q3 2013 and held it in 25 quarters. The position peaked at $4.75M in Q2 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Roundview Capital reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
- Roundview Capital sold 1,722 Citigroup shares in Q1 2026, an estimated $201K.
- Roundview Capital first reported a position in Citigroup in Q3 2013 and held it in 25 quarters.
- Roundview Capital's Citigroup position peaked at $4.75M in Q2 2017.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.