Toth Financial 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
Q2 | $1.27M | Buy |
9,056
+8,341
| +1,167% | +$1.09M | 0.12% | 130 |
|
|
2026
Q1 | $81.1K | Hold |
715
| – | – | 0.01% | 298 |
|
|
2025
Q4 | $83.4K | Sell |
715
-6
| -0.8% | -$623 | 0.01% | 282 |
|
|
2025
Q3 | $73.2K | Buy |
721
+18
| +3% | +$1.71K | 0.01% | 296 |
|
|
2025
Q2 | $59.8K | Buy |
703
+1
| +0.1% | +$72 | 0.01% | 289 |
|
|
2025
Q1 | $49.8K | Buy |
702
+1
| +0.1% | +$76 | 0.01% | 293 |
|
|
2024
Q4 | $49.4K | Hold |
701
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $43.9K | Buy |
701
+1
| +0.1% | +$62 | 0.01% | 309 |
|
|
2024
Q2 | $44.4K | Buy |
700
+1
| +0.1% | +$62 | 0.01% | 303 |
|
|
2024
Q1 | $44.2K | Buy |
699
+1
| +0.1% | +$56 | 0.01% | 303 |
|
|
2023
Q4 | $35.9K | Sell |
698
-184
| -21% | -$8.15K | ﹤0.01% | 323 |
|
|
2023
Q3 | $36.3K | Buy |
882
+751
| +573% | +$33K | 0.01% | 299 |
|
|
2023
Q2 | $6.05K | Buy |
131
+1
| +0.8% | +$47 | ﹤0.01% | 533 |
|
|
2023
Q1 | $6.12K | Hold |
130
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $5.86K | Buy |
130
+1
| +0.8% | +$45 | ﹤0.01% | 488 |
|
|
2022
Q3 | $5K | Buy |
129
+1
| +0.8% | +$49 | ﹤0.01% | 540 |
|
|
2022
Q2 | $6K | Buy |
128
+1
| +0.8% | +$50 | ﹤0.01% | 486 |
|
|
2022
Q1 | $7K | Hold |
127
| – | – | ﹤0.01% | 507 |
|
|
2021
Q4 | $8K | Buy |
127
+1
| +0.8% | +$66 | ﹤0.01% | 515 |
|
|
2021
Q3 | $9K | Buy |
126
+1
| +0.8% | +$70 | ﹤0.01% | 492 |
|
|
2021
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 463 |
|
|
2021
Q1 | $9K | Buy |
125
+75
| +150% | +$5.01K | ﹤0.01% | 475 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $2K | Sell |
50
-22
| -31% | -$1.1K | ﹤0.01% | 471 |
|
|
2020
Q2 | $4K | Buy |
72
+22
| +44% | +$1.04K | ﹤0.01% | 416 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $3K | Sell |
50
-35
| -41% | -$2.38K | ﹤0.01% | 377 |
|
|
2019
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 343 |
|
|
2018
Q4 | $4K | Buy |
85
+35
| +70% | +$2.22K | ﹤0.01% | 336 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 369 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 375 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $4K | Buy |
+50
| New | +$3.7K | ﹤0.01% | 367 |
|
Other funds holding C
Toth Financial Advisory's C Position: Q2 2026 in Review
Toth Financial Advisory increased its Citigroup (C) stake by 1,167% in Q2 2026, buying an estimated $1.09M and bringing the position to 9,056 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #130.
Toth Financial Advisory first reported a position in C in Q4 2017 and has held it in 35 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Toth Financial Advisory held 9,056 shares of Citigroup worth $1.27M as of Q2 2026.
- Toth Financial Advisory bought 8,341 Citigroup shares in Q2 2026, an estimated $1.09M.
- Citigroup made up 0.12% of Toth Financial Advisory's portfolio in Q2 2026, its #130 holding.
- Toth Financial Advisory first reported a position in Citigroup in Q4 2017 and has held it in 35 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.