Sheaff Brock Investment Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.2M Buy
16,875
+189
+1% +$14.4K 0.11% 157
2024
Q4
$1.17M Buy
16,686
+300
+2% +$20.2K 0.1% 152
2024
Q3
$1.03M Buy
16,386
+122
+0.8% +$7.54K 0.09% 169
2024
Q2
$1.03M Sell
16,264
-2
-0% -$123 0.1% 163
2024
Q1
$1.03M Sell
16,266
-1,020
-6% -$56.8K 0.06% 182
2023
Q4
$889K Sell
17,286
-2,128
-11% -$94.2K 0.07% 193
2023
Q3
$798K Sell
19,414
-684
-3% -$30K 0.07% 188
2023
Q2
$925K Sell
20,098
-1,146
-5% -$53.7K 0.08% 181
2023
Q1
$996K Buy
21,244
+212
+1% +$10.4K 0.09% 175
2022
Q4
$951K Sell
21,032
-43
-0.2% -$1.95K 0.09% 176
2022
Q3
$878K Buy
21,075
+284
+1% +$14K 0.09% 165
2022
Q2
$956K Buy
20,791
+476
+2% +$23.8K 0.08% 160
2022
Q1
$1.08M Sell
20,315
-2,366
-10% -$146K 0.08% 172
2021
Q4
$1.37M Buy
22,681
+3,196
+16% +$213K 0.09% 145
2021
Q3
$1.37M Buy
19,485
+355
+2% +$24.8K 0.1% 145
2021
Q2
$1.35M Buy
19,130
+57
+0.3% +$4.22K 0.1% 133
2021
Q1
$1.39M Sell
19,073
-8,949
-32% -$597K 0.11% 118
2020
Q4
$1.73M Sell
28,022
-351
-1% -$17.8K 0.14% 94
2020
Q3
$1.22M Buy
28,373
+7,782
+38% +$388K 0.11% 120
2020
Q2
$1.05M Sell
20,591
-647
-3% -$30.7K 0.1% 120
2020
Q1
$895K Sell
21,238
-14,495
-41% -$973K 0.12% 107
2019
Q4
$2.85M Sell
35,733
-797
-2% -$58.9K 0.28% 65
2019
Q3
$2.52M Sell
36,530
-1,637
-4% -$111K 0.27% 68
2019
Q2
$2.67M Sell
38,167
-1,526
-4% -$102K 0.29% 65
2019
Q1
$2.47M Sell
39,693
-608
-2% -$37.8K 0.3% 72
2018
Q4
$2.1M Sell
40,301
-5,329
-12% -$337K 0.33% 71
2018
Q3
$3.27M Sell
45,630
-320
-0.7% -$22.6K 0.31% 65
2018
Q2
$3.08M Sell
45,950
-16,275
-26% -$1.12M 0.3% 64
2018
Q1
$4.2M Sell
62,225
-4,923
-7% -$370K 0.43% 44
2017
Q4
$5M Sell
67,148
-5,740
-8% -$424K 0.65% 40
2017
Q3
$5.3M Sell
72,888
-22,382
-23% -$1.53M 0.7% 36
2017
Q2
$6.37M Sell
95,270
-693
-0.7% -$42.5K 0.84% 27
2017
Q1
$5.74M Sell
95,963
-2,598
-3% -$154K 0.75% 31
2016
Q4
$5.86M Buy
98,561
+7,744
+9% +$418K 0.74% 32
2016
Q3
$4.29M Sell
90,817
-1,188
-1% -$54K 0.57% 42
2016
Q2
$3.9M Buy
92,005
+1,240
+1% +$54.8K 0.49% 48
2016
Q1
$3.79M Sell
90,765
-7,392
-8% -$309K 0.47% 44
2015
Q4
$5.08M Buy
+98,157
New +$5.21M 0.58% 41

Other funds holding C

Sheaff Brock Investment Advisors's C Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Citigroup (C) stake by 1.1% in Q1 2025, buying an estimated $14.4K and bringing the position to 16,875 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #157.

Sheaff Brock Investment Advisors first reported a position in C in Q4 2015 and has held it in 38 quarters since. The position peaked at $6.37M in Q2 2017. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,875 shares of Citigroup worth $1.2M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 189 Citigroup shares in Q1 2025, an estimated $14.4K.
  • Citigroup made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #157 holding.
  • Sheaff Brock Investment Advisors first reported a position in Citigroup in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Citigroup position peaked at $6.37M in Q2 2017.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.