Tyler-Stone Wealth Management’s Citigroup C Stock Holding History

Tyler-Stone 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 Q2	$392K	Buy	4,608 +88	+2%	+$6.36K	0.06%	223
2025 Q1	$321K	Buy	+4,520	New	+$345K	0.06%	245
2024 Q3	–	Sell	-1,093	Closed	-$69.4K	–	402
2024 Q2	$69.4K	Buy	1,093 +3	+0.3%	+$185	0.03%	326
2024 Q1	$68.9K	Buy	1,090 +304	+39%	+$16.9K	0.03%	322
2023 Q4	$40.4K	Sell	786 -151	-16%	-$6.68K	0.02%	391
2023 Q3	$39K	Hold	937	–	–	0.02%	372
2023 Q2	$43K	Buy	+937	New	+$43.9K	0.02%	361
2022 Q4	$42K	Hold	937	–	–	0.03%	345
2022 Q3	$39K	Sell	937 -155	-14%	-$7.66K	0.03%	336
2022 Q2	$50K	Hold	1,092	–	–	0.03%	316
2022 Q1	$58K	Hold	1,092	–	–	0.03%	320
2021 Q4	$66K	Buy	+1,092	New	+$72.6K	0.03%	321

Other funds holding C

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's C Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Citigroup (C) stake by 1.9% in Q2 2025, buying an estimated $6.36K and bringing the position to 4,608 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #223.

Tyler-Stone Wealth Management first reported a position in C in Q4 2021 and has held it in 12 quarters since. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Tyler-Stone Wealth Management held 4,608 shares of Citigroup worth $392K as of Q2 2025.
Tyler-Stone Wealth Management bought 88 Citigroup shares in Q2 2025, an estimated $6.36K.
Citigroup made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #223 holding.
Tyler-Stone Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 12 quarters since.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.