Valeo Financial Advisors’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 | $5.93M | Sell |
42,360
-12,556
| -23% | -$1.63M | 0.13% | 81 |
|
|
2026
Q1 | $6.23M | Sell |
54,916
-8,560
| -13% | -$975K | 0.15% | 74 |
|
|
2025
Q4 | $7.41M | Buy |
63,476
+716
| +1% | +$74.4K | 0.16% | 68 |
|
|
2025
Q3 | $6.37M | Sell |
62,760
-3,586
| -5% | -$340K | 0.15% | 74 |
|
|
2025
Q2 | $5.65M | Buy |
66,346
+1,064
| +2% | +$76.9K | 0.14% | 80 |
|
|
2025
Q1 | $4.63M | Sell |
65,282
-593
| -0.9% | -$45.2K | 0.13% | 79 |
|
|
2024
Q4 | $4.64M | Sell |
65,875
-491
| -0.7% | -$33.1K | 0.13% | 82 |
|
|
2024
Q3 | $4.15M | Buy |
66,366
+7,919
| +14% | +$490K | 0.12% | 86 |
|
|
2024
Q2 | $3.71M | Buy |
58,447
+3,187
| +6% | +$196K | 0.12% | 85 |
|
|
2024
Q1 | $3.45M | Sell |
55,260
-3,833
| -6% | -$213K | 0.12% | 93 |
|
|
2023
Q4 | $3.04M | Sell |
59,093
-2,275
| -4% | -$101K | 0.12% | 98 |
|
|
2023
Q3 | $2.52M | Sell |
61,368
-5,578
| -8% | -$245K | 0.12% | 105 |
|
|
2023
Q2 | $3.08M | Sell |
66,946
-986
| -1% | -$46.2K | 0.14% | 87 |
|
|
2023
Q1 | $3.19M | Buy |
67,932
+12,239
| +22% | +$601K | 0.15% | 88 |
|
|
2022
Q4 | $2.52M | Sell |
55,693
-3,655
| -6% | -$166K | 0.14% | 94 |
|
|
2022
Q3 | $2.47M | Sell |
59,348
-3,460
| -6% | -$171K | 0.16% | 88 |
|
|
2022
Q2 | $2.89M | Buy |
62,808
+3,878
| +7% | +$194K | 0.18% | 75 |
|
|
2022
Q1 | $3.15M | Buy |
58,930
+12,759
| +28% | +$788K | 0.16% | 86 |
|
|
2021
Q4 | $2.79M | Sell |
46,171
-4,236
| -8% | -$282K | 0.15% | 87 |
|
|
2021
Q3 | $3.54M | Buy |
50,407
+7,530
| +18% | +$526K | 0.2% | 73 |
|
|
2021
Q2 | $3.03M | Buy |
42,877
+2,312
| +6% | +$171K | 0.18% | 81 |
|
|
2021
Q1 | $2.95M | Buy |
40,565
+19,621
| +94% | +$1.31M | 0.14% | 89 |
|
|
2020
Q4 | $1.29M | Sell |
20,944
-2,165
| -9% | -$110K | 0.07% | 142 |
|
|
2020
Q3 | $996K | Sell |
23,109
-8,719
| -27% | -$434K | 0.09% | 132 |
|
|
2020
Q2 | $1.63M | Buy |
31,828
+122
| +0.4% | +$5.79K | 0.15% | 93 |
|
|
2020
Q1 | $1.5M | Buy |
31,706
+3,387
| +12% | +$227K | 0.16% | 88 |
|
|
2019
Q4 | $2.26M | Buy |
28,319
+1,943
| +7% | +$144K | 0.22% | 75 |
|
|
2019
Q3 | $1.82M | Buy |
26,376
+226
| +0.9% | +$15.4K | 0.2% | 75 |
|
|
2019
Q2 | $1.83M | Buy |
26,150
+139
| +0.5% | +$9.3K | 0.21% | 77 |
|
|
2019
Q1 | $1.62M | Sell |
26,011
-6,166
| -19% | -$383K | 0.2% | 85 |
|
|
2018
Q4 | $1.68M | Sell |
32,177
-5,435
| -14% | -$344K | 0.23% | 68 |
|
|
2018
Q3 | $2.46M | Buy |
37,612
+494
| +1% | +$34.9K | 0.33% | 52 |
|
|
2018
Q2 | $2.57M | Buy |
37,118
+2,979
| +9% | +$205K | 0.36% | 51 |
|
|
2018
Q1 | $2.31M | Sell |
34,139
-17,390
| -34% | -$1.31M | 0.37% | 52 |
|
|
2017
Q4 | $3.83M | Buy |
51,529
+8,824
| +21% | +$653K | 0.63% | 33 |
|
|
2017
Q3 | $3.11M | Buy |
+42,705
| New | +$2.92M | 0.7% | 29 |
|
Other funds holding C
Valeo Financial Advisors's C Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Citigroup (C) stake by 23% in Q2 2026, selling an estimated $1.63M and leaving 42,360 shares worth $5.93M. The position accounts for 0.13% of the portfolio, ranked #81.
Valeo Financial Advisors first reported a position in C in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.41M in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Valeo Financial Advisors held 42,360 shares of Citigroup worth $5.93M as of Q2 2026.
- Valeo Financial Advisors sold 12,556 Citigroup shares in Q2 2026, an estimated $1.63M.
- Citigroup made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #81 holding.
- Valeo Financial Advisors first reported a position in Citigroup in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Citigroup position peaked at $7.41M in Q4 2025.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.