Summit Securities Group’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 | $1.28M | Buy |
9,160
+2,473
| +37% | +$322K | 0.12% | 94 |
|
|
2026
Q1 | $758K | Sell |
6,687
-93,871
| -93% | -$10.7M | 0.09% | 115 |
|
|
2025
Q4 | $11.7M | Buy |
100,558
+75,784
| +306% | +$7.87M | 1.53% | 14 |
|
|
2025
Q3 | $2.51M | Buy |
24,774
+23,517
| +1,871% | +$2.23M | 0.52% | 45 |
|
|
2025
Q2 | $107K | Sell |
1,257
-6,443
| -84% | -$466K | 0.02% | 353 |
|
|
2025
Q1 | $547K | Sell |
7,700
-15,400
| -67% | -$1.17M | 0.09% | 108 |
|
|
2024
Q4 | $1.63M | Buy |
23,100
+17,200
| +292% | +$1.16M | 0.34% | 54 |
|
|
2024
Q3 | $369K | Buy |
5,900
+1,000
| +20% | +$61.8K | 0.1% | 116 |
|
|
2024
Q2 | $311K | Buy |
4,900
+1,800
| +58% | +$111K | 0.06% | 131 |
|
|
2024
Q1 | $196K | Buy |
+3,100
| New | +$173K | 0.03% | 154 |
|
|
2023
Q3 | – | Sell |
-5,044
| Closed | -$232K | – | 611 |
|
|
2023
Q2 | $232K | Sell |
5,044
-1,254
| -20% | -$58.7K | 0.03% | 200 |
|
|
2023
Q1 | $295K | Sell |
6,298
-39,560
| -86% | -$1.94M | 0.02% | 175 |
|
|
2022
Q4 | $2.07M | Sell |
45,858
-141,042
| -75% | -$6.41M | 0.08% | 120 |
|
|
2022
Q3 | $7.79M | Buy |
186,900
+96,837
| +108% | +$4.78M | 0.58% | 35 |
|
|
2022
Q2 | $4.14M | Sell |
90,063
-4,450
| -5% | -$223K | 0.52% | 38 |
|
|
2022
Q1 | $5.05M | Sell |
94,513
-51,195
| -35% | -$3.16M | 0.56% | 35 |
|
|
2021
Q4 | $8.8M | Buy |
145,708
+130,108
| +834% | +$8.65M | 0.41% | 44 |
|
|
2021
Q3 | $1.09M | Sell |
15,600
-13,982
| -47% | -$977K | 0.09% | 245 |
|
|
2021
Q2 | $2.09M | Sell |
29,582
-38,018
| -56% | -$2.81M | 0.17% | 129 |
|
|
2021
Q1 | $4.92M | Buy |
67,600
+51,600
| +323% | +$3.44M | 0.54% | 30 |
|
|
2020
Q4 | $987K | Buy |
16,000
+2,000
| +14% | +$102K | 0.08% | 236 |
|
|
2020
Q3 | $604K | Sell |
14,000
-13,100
| -48% | -$653K | 0.06% | 209 |
|
|
2020
Q2 | $1.39M | Buy |
27,100
+8,800
| +48% | +$418K | 0.17% | 113 |
|
|
2020
Q1 | $771K | Buy |
18,300
+6,100
| +50% | +$409K | 0.14% | 131 |
|
|
2019
Q4 | $975K | Buy |
12,200
+4,400
| +56% | +$325K | 0.07% | 215 |
|
|
2019
Q3 | $539K | Sell |
7,800
-12,600
| -62% | -$857K | 0.05% | 183 |
|
|
2019
Q2 | $1.43M | Buy |
20,400
+14,000
| +219% | +$937K | 0.17% | 104 |
|
|
2019
Q1 | $398K | Buy |
+6,400
| New | +$397K | 0.07% | 140 |
|
|
2018
Q4 | – | Sell |
-19,500
| Closed | -$1.23M | – | 307 |
|
|
2018
Q3 | $1.4M | Buy |
19,500
+3,000
| +18% | +$212K | 0.52% | 39 |
|
|
2018
Q2 | $1.1M | Buy |
16,500
+6,500
| +65% | +$448K | 0.16% | 78 |
|
|
2018
Q1 | $675K | Sell |
10,000
-2,500
| -20% | -$188K | 0.17% | 75 |
|
|
2017
Q4 | $930K | Sell |
12,500
-8,800
| -41% | -$651K | 0.11% | 65 |
|
|
2017
Q3 | $1.55M | Buy |
21,300
+7,900
| +59% | +$539K | 0.26% | 45 |
|
|
2017
Q2 | $896K | Buy |
+13,400
| New | +$822K | 0.16% | 74 |
|
|
2016
Q1 | – | Sell |
-6,033
| Closed | -$312K | – | 164 |
|
|
2015
Q4 | $312K | Buy |
+6,033
| New | +$320K | 0.1% | 141 |
|
|
2015
Q1 | – | Sell |
-23
| Closed | -$1K | – | 407 |
|
|
2014
Q4 | $1K | Buy |
23
+7
| +44% | +$372 | ﹤0.01% | 551 |
|
|
2014
Q3 | $1K | Buy |
+16
| New | +$804 | ﹤0.01% | 632 |
|
Other funds holding C
Summit Securities Group's C Position: Q2 2026 in Review
Summit Securities Group increased its Citigroup (C) stake by 37% in Q2 2026, buying an estimated $322K and bringing the position to 9,160 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #94.
Summit Securities Group first reported a position in C in Q3 2014 and has held it in 37 quarters since. The position peaked at $11.7M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Summit Securities Group held 9,160 shares of Citigroup worth $1.28M as of Q2 2026.
- Summit Securities Group bought 2,473 Citigroup shares in Q2 2026, an estimated $322K.
- Citigroup made up 0.12% of Summit Securities Group's portfolio in Q2 2026, its #94 holding.
- Summit Securities Group first reported a position in Citigroup in Q3 2014 and has held it in 37 quarters since.
- Summit Securities Group's Citigroup position peaked at $11.7M in Q4 2025.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.