Sequoia Financial Advisors’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 | $39.1M | Buy |
279,216
+6,806
| +2% | +$886K | 0.19% | 83 |
|
|
2026
Q1 | $30.9M | Buy |
272,410
+3,848
| +1% | +$438K | 0.17% | 96 |
|
|
2025
Q4 | $31.3M | Buy |
268,562
+5,672
| +2% | +$589K | 0.17% | 100 |
|
|
2025
Q3 | $26.7M | Buy |
262,890
+15,764
| +6% | +$1.5M | 0.16% | 107 |
|
|
2025
Q2 | $21M | Buy |
247,126
+8,337
| +3% | +$603K | 0.14% | 114 |
|
|
2025
Q1 | $17M | Sell |
238,789
-18,222
| -7% | -$1.39M | 0.13% | 136 |
|
|
2024
Q4 | $18.1M | Buy |
257,011
+50,565
| +24% | +$3.41M | 0.17% | 116 |
|
|
2024
Q3 | $12.9M | Buy |
206,446
+41,569
| +25% | +$2.57M | 0.14% | 133 |
|
|
2024
Q2 | $10.5M | Sell |
164,877
-14,580
| -8% | -$899K | 0.13% | 133 |
|
|
2024
Q1 | $11.3M | Sell |
179,457
-32,633
| -15% | -$1.82M | 0.14% | 131 |
|
|
2023
Q4 | $10.9M | Buy |
212,090
+48,308
| +29% | +$2.14M | 0.14% | 140 |
|
|
2023
Q3 | $6.74M | Sell |
163,782
-22,726
| -12% | -$997K | 0.12% | 126 |
|
|
2023
Q2 | $8.59M | Buy |
186,508
+10,029
| +6% | +$470K | 0.15% | 115 |
|
|
2023
Q1 | $8.28M | Buy |
176,479
+157,084
| +810% | +$7.71M | 0.18% | 107 |
|
|
2022
Q4 | $877K | Buy |
19,395
+7,178
| +59% | +$326K | 0.02% | 316 |
|
|
2022
Q3 | $509K | Sell |
12,217
-1,875
| -13% | -$92.6K | 0.02% | 291 |
|
|
2022
Q2 | $648K | Buy |
14,092
+4,769
| +51% | +$239K | 0.02% | 286 |
|
|
2022
Q1 | $498K | Sell |
9,323
-97
| -1% | -$5.99K | 0.01% | 359 |
|
|
2021
Q4 | $569K | Buy |
+9,420
| New | +$626K | 0.02% | 305 |
|
|
2021
Q3 | – | Sell |
-9,313
| Closed | -$659K | – | 283 |
|
|
2021
Q2 | $659K | Buy |
9,313
+504
| +6% | +$37.3K | 0.02% | 241 |
|
|
2021
Q1 | $641K | Buy |
8,809
+616
| +8% | +$41.1K | 0.03% | 227 |
|
|
2020
Q4 | $505K | Sell |
8,193
-691
| -8% | -$35.1K | 0.02% | 248 |
|
|
2020
Q3 | $383K | Sell |
8,884
-1,007
| -10% | -$50.2K | 0.02% | 260 |
|
|
2020
Q2 | $505K | Buy |
9,891
+1,504
| +18% | +$71.4K | 0.03% | 213 |
|
|
2020
Q1 | $353K | Sell |
8,387
-257
| -3% | -$17.3K | 0.03% | 236 |
|
|
2019
Q4 | $691K | Sell |
8,644
-580
| -6% | -$42.9K | 0.04% | 180 |
|
|
2019
Q3 | $637K | Sell |
9,224
-38
| -0.4% | -$2.58K | 0.05% | 171 |
|
|
2019
Q2 | $649K | Sell |
9,262
-89
| -1% | -$5.96K | 0.05% | 164 |
|
|
2019
Q1 | $582K | Buy |
9,351
+4,524
| +94% | +$281K | 0.05% | 166 |
|
|
2018
Q4 | $251K | Sell |
4,827
-3,259
| -40% | -$206K | 0.03% | 243 |
|
|
2018
Q3 | $580K | Sell |
8,086
-216
| -3% | -$15.3K | 0.06% | 147 |
|
|
2018
Q2 | $556K | Sell |
8,302
-819
| -9% | -$56.4K | 0.06% | 151 |
|
|
2018
Q1 | $616K | Sell |
9,121
-65,220
| -88% | -$4.9M | 0.06% | 140 |
|
|
2017
Q4 | $5.53M | Buy |
74,341
+4,259
| +6% | +$315K | 0.58% | 33 |
|
|
2017
Q3 | $5.1M | Buy |
70,082
+2,639
| +4% | +$180K | 0.6% | 29 |
|
|
2017
Q2 | $4.51M | Buy |
67,443
+5,316
| +9% | +$326K | 0.56% | 35 |
|
|
2017
Q1 | $3.72M | Buy |
62,127
+57,429
| +1,222% | +$3.4M | 0.47% | 45 |
|
|
2016
Q4 | $279K | Buy |
4,698
+136
| +3% | +$7.34K | 0.04% | 205 |
|
|
2016
Q3 | $215K | Buy |
+4,562
| New | +$208K | 0.04% | 218 |
|
|
2015
Q4 | – | Sell |
-4,107
| Closed | -$204K | – | 178 |
|
|
2015
Q3 | $204K | Sell |
4,107
-427
| -9% | -$23.3K | 0.09% | 160 |
|
|
2015
Q2 | $250K | Buy |
4,534
+177
| +4% | +$9.63K | 0.11% | 156 |
|
|
2015
Q1 | $224K | Sell |
4,357
-1,165
| -21% | -$59.3K | 0.1% | 157 |
|
|
2014
Q4 | $299K | Sell |
5,522
-41
| -0.7% | -$2.18K | 0.2% | 107 |
|
|
2014
Q3 | $288K | Buy |
5,563
+92
| +2% | +$4.62K | 0.2% | 114 |
|
|
2014
Q2 | $258K | Buy |
+5,471
| New | +$260K | 0.2% | 123 |
|
Other funds holding C
Sequoia Financial Advisors's C Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Citigroup (C) stake by 2.5% in Q2 2026, buying an estimated $886K and bringing the position to 279,216 shares worth $39.1M. The position accounts for 0.19% of the portfolio, ranked #83.
Sequoia Financial Advisors first reported a position in C in Q2 2014 and has held it in 45 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Sequoia Financial Advisors held 279,216 shares of Citigroup worth $39.1M as of Q2 2026.
- Sequoia Financial Advisors bought 6,806 Citigroup shares in Q2 2026, an estimated $886K.
- Citigroup made up 0.19% of Sequoia Financial Advisors's portfolio in Q2 2026, its #83 holding.
- Sequoia Financial Advisors first reported a position in Citigroup in Q2 2014 and has held it in 45 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.