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Safeguard Investment Advisory Group’s Citigroup C Stock Holding History

Safeguard Investment Advisory Group’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
2025
Q2 		– Sell
-3,458
Closed -$246K – 146
2025
Q1 		$246K Buy
+3,458
New +$264K 0.07% 115
2024
Q1 		– Sell
-3,922
Closed -$202K – 108
2023
Q4 		$202K Buy
+3,922
New +$174K 0.08% 96
2023
Q3 		– Sell
-4,375
Closed -$201K – 98
2023
Q2 		$201K Sell
4,375
-850
-16% -$39.8K 0.09% 97
2023
Q1 		$245K Sell
5,225
-1,060
-17% -$52K 0.12% 83
2022
Q4 		$284K Buy
6,285
+416
+7% +$18.9K 0.18% 75
2022
Q3 		$244K Buy
+5,869
New +$290K 0.17% 78
2021
Q1 		– Sell
-368
Closed -$22K – 172
2020
Q4 		$22K Buy
+368
New +$18.7K 0.02% 294

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Safeguard Investment Advisory Group's C Position: Q2 2025 in Review

Safeguard Investment Advisory Group sold out of Citigroup (C) in Q2 2025, closing a stake of 3,458 shares — an estimated $246K sold.

Safeguard Investment Advisory Group first reported a position in C in Q4 2020 and held it in 7 quarters. The position peaked at $284K in Q4 2022. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Safeguard Investment Advisory Group reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3,458 Citigroup shares in Q2 2025, an estimated $246K.
  • Safeguard Investment Advisory Group first reported a position in Citigroup in Q4 2020 and held it in 7 quarters.
  • Safeguard Investment Advisory Group's Citigroup position peaked at $284K in Q4 2022.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.