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Stamos Capital Partners’s Citigroup C Stock Holding History

Stamos Capital Partners’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
2024
Q4 		– Sell
-72,160
Closed -$4.52M – 129
2024
Q3 		$4.52M Sell
72,160
-3,100
-4% -$192K 1.06% 28
2024
Q2 		$4.78M Sell
75,260
-3,990
-5% -$246K 1.01% 24
2024
Q1 		$5.01M Buy
+79,250
New +$4.41M 1.14% 21
2020
Q4 		– Sell
-165,000
Closed -$7.11M – 56
2020
Q3 		$7.11M Buy
165,000
+85,000
+106% +$4.23M 2.64% 6
2020
Q2 		$4.09M Buy
80,000
+23,656
+42% +$1.12M 2.34% 8
2020
Q1 		$2.37M Buy
+56,344
New +$3.78M 1.25% 33
2019
Q2 		– Sell
-1,340
Closed -$86K – 61
2019
Q1 		$86K Hold
1,340
– – 0.11% 62
2018
Q4 		$70K Buy
+1,340
New +$84.8K 0.05% 75

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stamos Capital Partners's C Position: Q4 2024 in Review

Stamos Capital Partners sold out of Citigroup (C) in Q4 2024, closing a stake of 72,160 shares — an estimated $4.52M sold.

Stamos Capital Partners first reported a position in C in Q4 2018 and held it in 8 quarters. The position peaked at $7.11M in Q3 2020. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Stamos Capital Partners reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • Stamos Capital Partners sold 72,160 Citigroup shares in Q4 2024, an estimated $4.52M.
  • Stamos Capital Partners first reported a position in Citigroup in Q4 2018 and held it in 8 quarters.
  • Stamos Capital Partners's Citigroup position peaked at $7.11M in Q3 2020.
  • 1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Stamos Capital Partners's 13F filing for Q4 2024, filed 13 Feb 2025.