TCFG Wealth Management’s Citigroup C Stock Holding History

TCFG Wealth Management’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
2025 Q1	–	Sell	-3,333	Closed	-$235K	–	239
2024 Q4	$235K	Buy	+3,333	New	+$225K	0.12%	193

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TCFG Wealth Management's C Position: Q1 2025 in Review

TCFG Wealth Management sold out of Citigroup (C) in Q1 2025, closing a stake of 3,333 shares — an estimated $235K sold.

TCFG Wealth Management first reported a position in C in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

TCFG Wealth Management reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
TCFG Wealth Management sold 3,333 Citigroup shares in Q1 2025, an estimated $235K.
TCFG Wealth Management first reported a position in Citigroup in Q4 2024 and held it in 1 quarter.
TCFG Wealth Management's Citigroup position peaked at $235K in Q4 2024.
2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on TCFG Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.