SRH 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
Q3 | $165K | Sell |
1,275
-275
| -18% | -$37K | 0.04% | 80 |
|
|
2026
Q2 | $217K | Hold |
1,550
| – | – | 0.06% | 70 |
|
|
2026
Q1 | $176K | Hold |
1,550
| – | – | 0.05% | 70 |
|
|
2025
Q4 | $181K | Hold |
1,550
| – | – | 0.05% | 70 |
|
|
2025
Q3 | $157K | Hold |
1,550
| – | – | 0.05% | 74 |
|
|
2025
Q2 | $132K | Hold |
1,550
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $110K | Hold |
1,550
| – | – | 0.03% | 87 |
|
|
2024
Q4 | $109K | Hold |
1,550
| – | – | 0.03% | 87 |
|
|
2024
Q3 | $97K | Hold |
1,550
| – | – | 0.03% | 96 |
|
|
2024
Q2 | $98.4K | Hold |
1,550
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $98K | Hold |
1,550
| – | – | 0.03% | 91 |
|
|
2023
Q4 | $79.7K | Hold |
1,550
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $63.8K | Hold |
1,550
| – | – | 0.03% | 102 |
|
|
2023
Q2 | $72.7K | Hold |
1,550
| – | – | 0.04% | 95 |
|
|
2023
Q1 | $73K | Hold |
1,550
| – | – | 0.04% | 94 |
|
|
2022
Q4 | $70K | Hold |
1,550
| – | – | 0.04% | 100 |
|
|
2022
Q3 | $65K | Hold |
1,550
| – | – | 0.08% | 102 |
|
|
2022
Q2 | $71K | Buy |
1,550
+350
| +29% | +$17.5K | 0.09% | 98 |
|
|
2022
Q1 | $64K | Hold |
1,200
| – | – | 0.07% | 115 |
|
|
2021
Q4 | $72K | Buy |
1,200
+500
| +71% | +$33.2K | 0.08% | 109 |
|
|
2021
Q3 | $49K | Hold |
700
| – | – | 0.06% | 126 |
|
|
2021
Q2 | $50K | Hold |
700
| – | – | 0.06% | 126 |
|
|
2021
Q1 | $51K | Hold |
700
| – | – | 0.07% | 115 |
|
|
2020
Q4 | $43K | Hold |
700
| – | – | 0.07% | 119 |
|
|
2020
Q3 | $30K | Hold |
700
| – | – | 0.06% | 125 |
|
|
2020
Q2 | $36K | Buy |
+700
| New | +$33.2K | 0.09% | 99 |
|
|
2016
Q2 | – | Sell |
-600
| Closed | -$25K | – | 228 |
|
|
2016
Q1 | $25K | Hold |
600
| – | – | 0.14% | 76 |
|
|
2015
Q4 | $31K | Hold |
600
| – | – | 0.18% | 71 |
|
|
2015
Q3 | $30K | Hold |
600
| – | – | 0.18% | 69 |
|
|
2015
Q2 | $33K | Hold |
600
| – | – | 0.21% | 66 |
|
|
2015
Q1 | $31K | Hold |
600
| – | – | 0.2% | 59 |
|
|
2014
Q4 | $32K | Hold |
600
| – | – | 0.22% | 60 |
|
|
2014
Q3 | $31K | Hold |
600
| – | – | 0.24% | 57 |
|
|
2014
Q2 | $28K | Hold |
600
| – | – | 0.22% | 59 |
|
|
2014
Q1 | $29K | Hold |
600
| – | – | 0.23% | 57 |
|
|
2013
Q4 | $31K | Buy |
+600
| New | +$30.4K | 0.31% | 55 |
|
Other funds holding C
SRH Advisors's C Position: Q3 2026 in Review
SRH Advisors reduced its Citigroup (C) stake by 18% in Q3 2026, selling an estimated $37K and leaving 1,275 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #80.
SRH Advisors first reported a position in C in Q4 2013 and has held it in 36 quarters since. The position peaked at $217K in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.
- SRH Advisors held 1,275 shares of Citigroup worth $165K as of Q3 2026.
- SRH Advisors sold 275 Citigroup shares in Q3 2026, an estimated $37K.
- Citigroup made up 0.04% of SRH Advisors's portfolio in Q3 2026, its #80 holding.
- SRH Advisors first reported a position in Citigroup in Q4 2013 and has held it in 36 quarters since.
- SRH Advisors's Citigroup position peaked at $217K in Q2 2026.
- 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.
Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.