SWM
C icon

SeaCrest Wealth Management’s Citigroup C Stock Holding History

SeaCrest Wealth Management’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
Q2 		$1.29M Sell
9,244
-5,515
-37% -$718K 0.14% 134
2026
Q1 		$1.67M Sell
14,759
-652
-4% -$74.2K 0.18% 100
2025
Q4 		$1.87M Buy
15,411
+97
+0.6% +$10.1K 0.19% 97
2025
Q3 		$1.48M Buy
15,314
+3,628
+31% +$344K 0.16% 118
2025
Q2 		$995K Sell
11,686
-874
-7% -$63.2K 0.11% 179
2025
Q1 		$892K Sell
12,560
-101
-0.8% -$7.7K 0.1% 197
2024
Q4 		$891K Buy
12,661
+203
+2% +$13.7K 0.09% 203
2024
Q3 		$780K Sell
12,458
-858
-6% -$53.1K 0.08% 235
2024
Q2 		$845K Buy
13,316
+468
+4% +$28.9K 0.1% 203
2024
Q1 		$813K Sell
12,848
-2,399
-16% -$133K 0.1% 214
2023
Q4 		$828K Sell
15,247
-2,146
-12% -$95K 0.1% 207
2023
Q3 		$715K Sell
17,393
-10,228
-37% -$449K 0.09% 226
2023
Q2 		$1.27M Buy
27,621
+5,661
+26% +$265K 0.16% 137
2023
Q1 		$1.03M Buy
21,960
+5,643
+35% +$277K 0.14% 157
2022
Q4 		$738K Buy
16,317
+554
+4% +$25.2K 0.11% 222
2022
Q3 		$657K Buy
15,763
+1,209
+8% +$59.7K 0.1% 224
2022
Q2 		$669K Buy
14,554
+2,261
+18% +$113K 0.08% 247
2022
Q1 		$656K Buy
12,293
+295
+2% +$18.2K 0.08% 278
2021
Q4 		$725K Sell
11,998
-807
-6% -$53.7K 0.08% 249
2021
Q3 		$899K Buy
12,805
+233
+2% +$16.3K 0.11% 200
2021
Q2 		$889K Buy
12,572
+522
+4% +$38.6K 0.11% 212
2021
Q1 		$877K Sell
12,050
-5,212
-30% -$348K 0.12% 195
2020
Q4 		$1.06M Buy
17,262
+131
+0.8% +$6.66K 0.15% 145
2020
Q3 		$739K Buy
17,131
+40
+0.2% +$1.99K 0.12% 190
2020
Q2 		$873K Buy
17,091
+582
+4% +$27.6K 0.15% 153
2020
Q1 		$695K Sell
16,509
-745
-4% -$50K 0.15% 156
2019
Q4 		$1.38M Buy
17,254
+232
+1% +$17.1K 0.23% 98
2019
Q3 		$1.18M Buy
17,022
+800
+5% +$54.4K 0.22% 106
2019
Q2 		$1.14M Sell
16,222
-5,924
-27% -$396K 0.23% 102
2019
Q1 		$1.38M Buy
22,146
+6,183
+39% +$384K 0.24% 87
2018
Q4 		$831K Sell
15,963
-1,727
-10% -$109K 0.17% 127
2018
Q3 		$1.27M Sell
17,690
-4,797
-21% -$339K 0.21% 89
2018
Q2 		$1.5M Buy
22,487
+5,734
+34% +$395K 0.27% 73
2018
Q1 		$1.13M Buy
16,753
+140
+0.8% +$10.5K 0.21% 99
2017
Q4 		$1.24M Buy
+16,613
New +$1.23M 0.23% 90

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SeaCrest Wealth Management's C Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Citigroup (C) stake by 37% in Q2 2026, selling an estimated $718K and leaving 9,244 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #134.

SeaCrest Wealth Management first reported a position in C in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.87M in Q4 2025. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SeaCrest Wealth Management held 9,244 shares of Citigroup worth $1.29M as of Q2 2026.
  • SeaCrest Wealth Management sold 5,515 Citigroup shares in Q2 2026, an estimated $718K.
  • Citigroup made up 0.14% of SeaCrest Wealth Management's portfolio in Q2 2026, its #134 holding.
  • SeaCrest Wealth Management first reported a position in Citigroup in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Citigroup position peaked at $1.87M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.