Simon Quick 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 | $6.7M | Sell |
47,903
-322
| -0.7% | -$41.9K | 0.27% | 62 |
|
|
2026
Q1 | $5.47M | Sell |
48,225
-17,443
| -27% | -$1.99M | 0.25% | 65 |
|
|
2025
Q4 | $7.66M | Buy |
65,668
+615
| +0.9% | +$63.9K | 0.33% | 53 |
|
|
2025
Q3 | $6.6M | Sell |
65,053
-1,261
| -2% | -$120K | 0.3% | 53 |
|
|
2025
Q2 | $5.64M | Buy |
66,314
+55,000
| +486% | +$3.98M | 0.29% | 54 |
|
|
2025
Q1 | $803K | Buy |
11,314
+3,126
| +38% | +$238K | 0.05% | 198 |
|
|
2024
Q4 | $576K | Buy |
8,188
+2,049
| +33% | +$138K | 0.03% | 221 |
|
|
2024
Q3 | $384K | Buy |
6,139
+596
| +11% | +$36.9K | 0.02% | 273 |
|
|
2024
Q2 | $352K | Buy |
5,543
+254
| +5% | +$15.7K | 0.02% | 265 |
|
|
2024
Q1 | $334K | Buy |
5,289
+1,369
| +35% | +$76.2K | 0.03% | 270 |
|
|
2023
Q4 | $202K | Buy |
+3,920
| New | +$174K | 0.02% | 312 |
|
|
2022
Q2 | – | Sell |
-3,890
| Closed | -$208K | – | 207 |
|
|
2022
Q1 | $208K | Buy |
3,890
+2,229
| +134% | +$138K | 0.06% | 103 |
|
|
2021
Q4 | $100K | Sell |
1,661
-10,070
| -86% | -$670K | 0.03% | 160 |
|
|
2021
Q3 | $823K | Buy |
11,731
+10,470
| +830% | +$732K | 0.21% | 55 |
|
|
2021
Q2 | $89K | Buy |
1,261
+500
| +66% | +$37K | 0.02% | 159 |
|
|
2021
Q1 | $55K | Hold |
761
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $47K | Buy |
+761
| New | +$38.7K | 0.01% | 232 |
|
|
2020
Q2 | – | Sell |
-93
| Closed | -$4K | – | 451 |
|
|
2020
Q1 | $4K | Sell |
93
-272
| -75% | -$18.3K | ﹤0.01% | 355 |
|
|
2019
Q4 | $29K | Buy |
365
+266
| +269% | +$19.7K | 0.01% | 287 |
|
|
2019
Q3 | $7K | Buy |
99
+54
| +120% | +$3.67K | ﹤0.01% | 274 |
|
|
2019
Q2 | $3.15K | Buy |
+45
| New | +$3.01K | ﹤0.01% | 317 |
|
|
2019
Q1 | – | Sell |
-2,693
| Closed | -$140K | – | 399 |
|
|
2018
Q4 | $140K | Buy |
2,693
+2,606
| +2,995% | +$165K | 0.05% | 89 |
|
|
2018
Q3 | $6K | Sell |
87
-300
| -78% | -$21.2K | ﹤0.01% | 251 |
|
|
2018
Q2 | $25K | Sell |
387
-354
| -48% | -$24.4K | 0.01% | 232 |
|
|
2018
Q1 | $50K | Sell |
741
-6,106
| -89% | -$459K | 0.02% | 170 |
|
|
2017
Q4 | $537K | Sell |
6,847
-8,137
| -54% | -$602K | 0.24% | 46 |
|
|
2017
Q3 | $1.09M | Buy |
14,984
+14,938
| +32,474% | +$1.02M | 0.4% | 40 |
|
|
2017
Q2 | $3K | Sell |
46
-735
| -94% | -$45.1K | ﹤0.01% | 265 |
|
|
2017
Q1 | $47K | Sell |
781
-110
| -12% | -$6.51K | 0.03% | 158 |
|
|
2016
Q4 | $53K | Buy |
+891
| New | +$48.1K | 0.04% | 154 |
|
Other funds holding C
Simon Quick Advisors's C Position: Q2 2026 in Review
Simon Quick Advisors reduced its Citigroup (C) stake by 0.67% in Q2 2026, selling an estimated $41.9K and leaving 47,903 shares worth $6.7M. The position accounts for 0.27% of the portfolio, ranked #62.
Simon Quick Advisors first reported a position in C in Q4 2016 and has held it in 30 quarters since. The position peaked at $7.66M in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Simon Quick Advisors held 47,903 shares of Citigroup worth $6.7M as of Q2 2026.
- Simon Quick Advisors sold 322 Citigroup shares in Q2 2026, an estimated $41.9K.
- Citigroup made up 0.27% of Simon Quick Advisors's portfolio in Q2 2026, its #62 holding.
- Simon Quick Advisors first reported a position in Citigroup in Q4 2016 and has held it in 30 quarters since.
- Simon Quick Advisors's Citigroup position peaked at $7.66M in Q4 2025.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.