Shepherd Financial Partners’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 | $901K | Buy |
6,439
+28
| +0.4% | +$3.65K | 0.07% | 126 |
|
|
2026
Q1 | $727K | Buy |
6,411
+4
| +0.1% | +$456 | 0.07% | 131 |
|
|
2025
Q4 | $748K | Sell |
6,407
-229
| -3% | -$23.8K | 0.07% | 131 |
|
|
2025
Q3 | $674K | Buy |
6,636
+4
| +0.1% | +$380 | 0.06% | 133 |
|
|
2025
Q2 | $564K | Sell |
6,632
-33
| -0.5% | -$2.38K | 0.06% | 147 |
|
|
2025
Q1 | $473K | Sell |
6,665
-240
| -3% | -$18.3K | 0.06% | 159 |
|
|
2024
Q4 | $486K | Buy |
6,905
+424
| +7% | +$28.6K | 0.06% | 143 |
|
|
2024
Q3 | $406K | Buy |
6,481
+9
| +0.1% | +$557 | 0.05% | 159 |
|
|
2024
Q2 | $411K | Buy |
6,472
+7
| +0.1% | +$432 | 0.05% | 159 |
|
|
2024
Q1 | $409K | Buy |
6,465
+42
| +0.7% | +$2.34K | 0.05% | 165 |
|
|
2023
Q4 | $330K | Sell |
6,423
-98
| -2% | -$4.34K | 0.05% | 171 |
|
|
2023
Q3 | $268K | Buy |
6,521
+1,000
| +18% | +$43.9K | 0.04% | 169 |
|
|
2023
Q2 | $254K | Buy |
5,521
+181
| +3% | +$8.48K | 0.04% | 167 |
|
|
2023
Q1 | $250K | Sell |
5,340
-875
| -14% | -$42.9K | 0.04% | 160 |
|
|
2022
Q4 | $281K | Sell |
6,215
-449
| -7% | -$20.4K | 0.05% | 149 |
|
|
2022
Q3 | $278K | Sell |
6,664
-1,248
| -16% | -$61.7K | 0.05% | 141 |
|
|
2022
Q2 | $364K | Sell |
7,912
-18,966
| -71% | -$949K | 0.07% | 129 |
|
|
2022
Q1 | $1.44M | Sell |
26,878
-1,660
| -6% | -$103K | 0.26% | 66 |
|
|
2021
Q4 | $1.72M | Buy |
28,538
+781
| +3% | +$51.9K | 0.3% | 65 |
|
|
2021
Q3 | $1.95M | Buy |
27,757
+452
| +2% | +$31.6K | 0.38% | 52 |
|
|
2021
Q2 | $1.93M | Buy |
27,305
+454
| +2% | +$33.6K | 0.37% | 56 |
|
|
2021
Q1 | $1.95M | Buy |
26,851
+1,878
| +8% | +$125K | 0.43% | 48 |
|
|
2020
Q4 | $1.54M | Sell |
24,973
-12,460
| -33% | -$633K | 0.35% | 65 |
|
|
2020
Q3 | $1.61M | Buy |
37,433
+9,002
| +32% | +$448K | 0.38% | 54 |
|
|
2020
Q2 | $1.45M | Buy |
28,431
+21,774
| +327% | +$1.03M | 0.39% | 47 |
|
|
2020
Q1 | $279K | Sell |
6,657
-14,776
| -69% | -$992K | 0.1% | 102 |
|
|
2019
Q4 | $1.72M | Sell |
21,433
-1
| -0% | -$74 | 0.4% | 45 |
|
|
2019
Q3 | $1.48M | Buy |
21,434
+1,029
| +5% | +$70K | 0.37% | 45 |
|
|
2019
Q2 | $1.43M | Sell |
20,405
-4
| -0% | -$268 | 0.27% | 52 |
|
|
2019
Q1 | $1.27M | Buy |
20,409
+2,858
| +16% | +$177K | 0.25% | 54 |
|
|
2018
Q4 | $913K | Buy |
17,551
+5,070
| +41% | +$321K | 0.2% | 60 |
|
|
2018
Q3 | $835K | Hold |
12,481
| – | – | 0.19% | 68 |
|
|
2018
Q2 | $840K | Buy |
12,481
+7,188
| +136% | +$495K | 0.19% | 68 |
|
|
2018
Q1 | $358K | Sell |
5,293
-221
| -4% | -$16.6K | 0.09% | 86 |
|
|
2017
Q4 | $410K | Hold |
5,514
| – | – | 0.1% | 87 |
|
|
2017
Q3 | $416K | Hold |
5,514
| – | – | 0.1% | 87 |
|
|
2017
Q2 | $374K | Hold |
5,514
| – | – | 0.09% | 85 |
|
|
2017
Q1 | $329K | Buy |
5,514
+220
| +4% | +$13K | 0.09% | 93 |
|
|
2016
Q4 | $321K | Buy |
+5,294
| New | +$286K | 0.09% | 90 |
|
Other funds holding C
Shepherd Financial Partners's C Position: Q2 2026 in Review
Shepherd Financial Partners increased its Citigroup (C) stake by 0.44% in Q2 2026, buying an estimated $3.65K and bringing the position to 6,439 shares worth $901K. The position accounts for 0.07% of the portfolio, ranked #126.
Shepherd Financial Partners first reported a position in C in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.95M in Q1 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Shepherd Financial Partners held 6,439 shares of Citigroup worth $901K as of Q2 2026.
- Shepherd Financial Partners bought 28 Citigroup shares in Q2 2026, an estimated $3.65K.
- Citigroup made up 0.07% of Shepherd Financial Partners's portfolio in Q2 2026, its #126 holding.
- Shepherd Financial Partners first reported a position in Citigroup in Q4 2016 and has held it in 39 quarters since.
- Shepherd Financial Partners's Citigroup position peaked at $1.95M in Q1 2021.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.