Sheaff Brock Investment Advisors’s Citigroup C Stock Holding History

Sheaff Brock Investment Advisors’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
2023 Q1	–	Sell	-2,000	Closed	-$90.5K	–	520
2022 Q4	$90.5K	Buy	+2,000	New	+$90.9K	0.01%	468
2022 Q2	–	Sell	-4,000	Closed	-$213K	–	507
2022 Q1	$213K	Hold	4,000	–	–	0.01%	463
2021 Q4	$241K	Buy	+4,000	New	+$266K	0.02%	438
2021 Q3	–	Sell	-3,000	Closed	-$213K	–	551
2021 Q2	$213K	Hold	3,000	–	–	0.02%	455
2021 Q1	$219K	Buy	+3,000	New	+$200K	0.02%	420

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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. 2,024 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.
2,024 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.