Steward Partners Investment Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Buy |
136,718
+22,842
| +20% | +$2.6M | 0.08% | 229 |
|
|
2025
Q4 | $13.3M | Buy |
113,876
+20,955
| +23% | +$2.18M | 0.07% | 241 |
|
|
2025
Q3 | $9.43M | Buy |
92,921
+10,750
| +13% | +$1.02M | 0.05% | 296 |
|
|
2025
Q2 | $6.99M | Sell |
82,171
-124,943
| -60% | -$9.03M | 0.05% | 342 |
|
|
2025
Q1 | $14.7M | Sell |
207,114
-689
| -0.3% | -$52.5K | 0.13% | 155 |
|
|
2024
Q4 | $14.6M | Buy |
207,803
+119,956
| +137% | +$8.08M | 0.13% | 155 |
|
|
2024
Q3 | $5.5M | Buy |
87,847
+54
| +0.1% | +$3.34K | 0.05% | 341 |
|
|
2024
Q2 | $5.57M | Buy |
87,793
+360
| +0.4% | +$22.2K | 0.06% | 310 |
|
|
2024
Q1 | $5.53M | Buy |
87,433
+22,597
| +35% | +$1.26M | 0.06% | 317 |
|
|
2023
Q4 | $3.34M | Buy |
64,836
+2,180
| +3% | +$96.5K | 0.05% | 371 |
|
|
2023
Q3 | $2.58M | Buy |
62,656
+1,826
| +3% | +$80.1K | 0.04% | 400 |
|
|
2023
Q2 | $2.8M | Sell |
60,830
-536
| -0.9% | -$25.1K | 0.04% | 392 |
|
|
2023
Q1 | $2.88M | Buy |
61,366
+3,931
| +7% | +$193K | 0.05% | 370 |
|
|
2022
Q4 | $2.6M | Sell |
57,435
-8,755
| -13% | -$398K | 0.04% | 382 |
|
|
2022
Q3 | $2.76M | Sell |
66,190
-3,220
| -5% | -$159K | 0.05% | 348 |
|
|
2022
Q2 | $3.19M | Buy |
69,410
+4,601
| +7% | +$230K | 0.06% | 321 |
|
|
2022
Q1 | $3.46M | Sell |
64,809
-21,705
| -25% | -$1.34M | 0.05% | 337 |
|
|
2021
Q4 | $5.22M | Sell |
86,514
-133,033
| -61% | -$8.85M | 0.08% | 258 |
|
|
2021
Q3 | $15.4M | Buy |
219,547
+823
| +0.4% | +$57.5K | 0.26% | 84 |
|
|
2021
Q2 | $15.5M | Buy |
218,724
+71,064
| +48% | +$5.26M | 0.26% | 82 |
|
|
2021
Q1 | $10.7M | Buy |
147,660
+91,288
| +162% | +$6.09M | 0.19% | 129 |
|
|
2020
Q4 | $3.48M | Buy |
56,372
+10,282
| +22% | +$523K | 0.08% | 262 |
|
|
2020
Q3 | $1.99M | Sell |
46,090
-1,589
| -3% | -$79.2K | 0.05% | 326 |
|
|
2020
Q2 | $2.44M | Buy |
47,679
+3,258
| +7% | +$155K | 0.07% | 268 |
|
|
2020
Q1 | $1.87M | Sell |
44,421
-12,916
| -23% | -$867K | 0.07% | 271 |
|
|
2019
Q4 | $4.58M | Buy |
57,337
+5,187
| +10% | +$383K | 0.14% | 165 |
|
|
2019
Q3 | $3.6M | Buy |
52,150
+3,888
| +8% | +$264K | 0.12% | 185 |
|
|
2019
Q2 | $3.38M | Sell |
48,262
-1,000
| -2% | -$66.9K | 0.12% | 173 |
|
|
2019
Q1 | $3.06M | Sell |
49,262
-814
| -2% | -$50.5K | 0.13% | 163 |
|
|
2018
Q4 | $2.61M | Sell |
50,076
-22,513
| -31% | -$1.43M | 0.13% | 185 |
|
|
2018
Q3 | $5.21M | Sell |
72,589
-27,007
| -27% | -$1.91M | 0.25% | 97 |
|
|
2018
Q2 | $6.67M | Sell |
99,596
-14,438
| -13% | -$994K | 0.4% | 53 |
|
|
2018
Q1 | $7.7M | Buy |
114,034
+5,647
| +5% | +$424K | 0.53% | 33 |
|
|
2017
Q4 | $8.06M | Buy |
108,387
+25,652
| +31% | +$1.9M | 0.62% | 31 |
|
|
2017
Q3 | $6.02M | Sell |
82,735
-1,334
| -2% | -$91.1K | 0.61% | 33 |
|
|
2017
Q2 | $5.62M | Sell |
84,069
-25,394
| -23% | -$1.56M | 0.63% | 38 |
|
|
2017
Q1 | $6.55M | Buy |
109,463
+90,024
| +463% | +$5.32M | 0.99% | 22 |
|
|
2016
Q4 | $1.16M | Buy |
+19,439
| New | +$1.05M | 0.53% | 41 |
|
Other funds holding C
VCM
VPM
Steward Partners Investment Advisory's C Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Citigroup (C) stake by 20% in Q1 2026, buying an estimated $2.6M and bringing the position to 136,718 shares worth $15.5M. The position accounts for 0.08% of the portfolio, ranked #229.
Steward Partners Investment Advisory first reported a position in C in Q4 2016 and has held it in 38 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Steward Partners Investment Advisory held 136,718 shares of Citigroup worth $15.5M as of Q1 2026.
- Steward Partners Investment Advisory bought 22,842 Citigroup shares in Q1 2026, an estimated $2.6M.
- Citigroup made up 0.08% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #229 holding.
- Steward Partners Investment Advisory first reported a position in Citigroup in Q4 2016 and has held it in 38 quarters since.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.