Spectrum Financial Alliance’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 | $89.7M | Sell |
640,623
-17,822
| -3% | -$2.32M | 13.2% | 1 |
|
|
2026
Q1 | $74.7M | Buy |
658,445
+17,422
| +3% | +$1.98M | 14.35% | 1 |
|
|
2025
Q4 | $74.8M | Buy |
641,023
+39,738
| +7% | +$4.13M | 14.78% | 1 |
|
|
2025
Q3 | $61M | Sell |
601,285
-14,393
| -2% | -$1.37M | 14.97% | 2 |
|
|
2025
Q2 | $56.8M | Buy |
615,678
+2,714
| +0.4% | +$196K | 15.32% | 2 |
|
|
2025
Q1 | $43.5M | Buy |
612,964
+34,641
| +6% | +$2.64M | 14.14% | 3 |
|
|
2024
Q4 | $40.7M | Buy |
578,323
+8,450
| +1% | +$570K | 14.13% | 3 |
|
|
2024
Q3 | $35.7M | Buy |
569,873
+12,238
| +2% | +$757K | 12.77% | 5 |
|
|
2024
Q2 | $35.4M | Buy |
557,635
+32,210
| +6% | +$1.99M | 12.66% | 4 |
|
|
2024
Q1 | $33.2M | Buy |
525,425
+12,641
| +2% | +$703K | 12.95% | 4 |
|
|
2023
Q4 | $26.4M | Buy |
512,784
+6,658
| +1% | +$295K | 10.87% | 4 |
|
|
2023
Q3 | $21M | Buy |
506,126
+15,806
| +3% | +$694K | 10.57% | 5 |
|
|
2023
Q2 | $22.6M | Sell |
490,320
-9,245
| -2% | -$433K | 10.73% | 5 |
|
|
2023
Q1 | $23.4M | Buy |
499,565
+20,827
| +4% | +$1.02M | 10.86% | 5 |
|
|
2022
Q4 | $21.7M | Buy |
+478,738
| New | +$21.7M | 10.95% | 5 |
|
|
2022
Q2 | $24M | Buy |
522,857
+16,497
| +3% | +$825K | 14.04% | 4 |
|
|
2022
Q1 | $27.1M | Sell |
506,360
-9,702
| -2% | -$599K | 13.33% | 5 |
|
|
2021
Q4 | $31.2M | Buy |
+516,062
| New | +$34.3M | 15.22% | 3 |
|
|
2021
Q2 | $38.4M | Buy |
543,277
+6,170
| +1% | +$457K | 17.91% | 1 |
|
|
2021
Q1 | $39.1M | Buy |
537,107
+62,852
| +13% | +$4.2M | 19.55% | 1 |
|
|
2020
Q4 | $29.2M | Buy |
474,255
+7,874
| +2% | +$400K | 16.6% | 2 |
|
|
2020
Q3 | $20.1M | Buy |
466,381
+83,527
| +22% | +$4.16M | 13.79% | 3 |
|
|
2020
Q2 | $19.6M | Buy |
382,854
+30,693
| +9% | +$1.46M | 14.58% | 3 |
|
|
2020
Q1 | $13.9M | Buy |
352,161
+4,336
| +1% | +$291K | 12.53% | 3 |
|
|
2019
Q4 | $27.8M | Sell |
347,825
-7,037
| -2% | -$520K | 16.16% | 1 |
|
|
2019
Q3 | $24.5M | Buy |
354,862
+26,984
| +8% | +$1.84M | 15.83% | 1 |
|
|
2019
Q2 | $22.8M | Sell |
327,878
-5,224
| -2% | -$350K | 14.29% | 1 |
|
|
2019
Q1 | $20.6M | Buy |
333,102
+2,915
| +0.9% | +$181K | 14.1% | 1 |
|
|
2018
Q4 | $17.1M | Buy |
330,187
+2,878
| +0.9% | +$182K | 13.01% | 3 |
|
|
2018
Q3 | $23.5M | Buy |
327,309
+64,273
| +24% | +$4.54M | 14.65% | 1 |
|
|
2018
Q2 | $17.6M | Buy |
263,036
+2,861
| +1% | +$197K | 11.72% | 3 |
|
|
2018
Q1 | $17.6M | Buy |
+260,175
| New | +$19.6M | 11.51% | 3 |
|
Other funds holding C
Spectrum Financial Alliance's C Position: Q2 2026 in Review
Spectrum Financial Alliance reduced its Citigroup (C) stake by 2.7% in Q2 2026, selling an estimated $2.32M and leaving 640,623 shares worth $89.7M. The position accounts for 13.2% of the portfolio, ranked #1.
Spectrum Financial Alliance first reported a position in C in Q1 2018 and has held it in 32 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Spectrum Financial Alliance held 640,623 shares of Citigroup worth $89.7M as of Q2 2026.
- Spectrum Financial Alliance sold 17,822 Citigroup shares in Q2 2026, an estimated $2.32M.
- Citigroup made up 13.2% of Spectrum Financial Alliance's portfolio in Q2 2026, its #1 holding.
- Spectrum Financial Alliance first reported a position in Citigroup in Q1 2018 and has held it in 32 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.