RAFFA WEALTH MANAGEMENT, LLC’s Citigroup C Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2026 Q2	$54.4K	Sell	389 -3	-0.8%	-$391	0.01%	168
2026 Q1	$44.5K	Buy	392 +45	+13%	+$5.12K	0.01%	174
2025 Q4	$40.5K	Buy	347 +20	+6%	+$2.08K	0.01%	183
2025 Q3	$33.2K	Buy	327 +40	+14%	+$3.8K	0.01%	191
2025 Q2	$24.4K	Hold	287	–	–	﹤0.01%	245
2025 Q1	$20.4K	Sell	287 -40	-12%	-$3.05K	﹤0.01%	225
2024 Q4	$23K	Sell	327 -43	-12%	-$2.9K	0.01%	215
2024 Q3	$23.2K	Sell	370 -121	-25%	-$7.48K	0.01%	207
2024 Q2	$31.2K	Buy	491 +90	+22%	+$5.55K	0.01%	245
2024 Q1	$25.4K	Sell	401 -50	-11%	-$2.78K	0.01%	265
2023 Q4	$23.2K	Hold	451	–	–	0.01%	199
2023 Q3	$18.6K	Hold	451	–	–	0.01%	206
2023 Q2	$20.8K	Hold	451	–	–	0.01%	201
2023 Q1	$21.1K	Hold	451	–	–	0.01%	211
2022 Q4	$20.4K	Hold	451	–	–	0.01%	203
2022 Q3	$18.8K	Hold	451	–	–	0.01%	208
2022 Q2	$20.7K	Hold	451	–	–	0.01%	201
2022 Q1	$24.1K	Hold	451	–	–	0.01%	193
2021 Q4	$27.2K	Buy	451 +9	+2%	+$598	0.01%	192
2021 Q3	$31K	Hold	442	–	–	0.01%	162
2021 Q2	$31.3K	Buy	442 +32	+8%	+$2.37K	0.01%	168
2021 Q1	$29.8K	Buy	410 +52	+15%	+$3.47K	0.01%	166
2020 Q4	$22.1K	Sell	358 -30	-8%	-$1.52K	0.01%	178
2020 Q3	$16.7K	Buy	388 +65	+20%	+$3.24K	0.01%	187
2020 Q2	$16.5K	Buy	323 +23	+8%	+$1.09K	0.01%	185
2020 Q1	$12.6K	Buy	300 +50	+20%	+$3.36K	﹤0.01%	185
2019 Q4	$20K	Hold	250	–	–	0.01%	190
2019 Q3	$17.3K	Buy	+250	New	+$17K	0.01%	200
2019 Q2	–	Sell	-250	Closed	-$15.6K	–	835
2019 Q1	$15.6K	Sell	250 -402	-62%	-$25K	0.01%	164
2018 Q4	$33.9K	Buy	652 +402	+161%	+$25.5K	0.01%	150
2018 Q3	$17.9K	Hold	250	–	–	0.01%	187
2018 Q2	$16.7K	Hold	250	–	–	0.01%	180
2018 Q1	$16.9K	Buy	250 +210	+525%	+$15.8K	0.01%	176
2017 Q4	$2.98K	Hold	40	–	–	﹤0.01%	234
2017 Q3	$2.91K	Hold	40	–	–	﹤0.01%	251
2017 Q2	$2.67K	Buy	+40	New	+$2.45K	﹤0.01%	262
2017 Q1	–	Sell	-63	Closed	-$3.74K	–	449
2016 Q4	$3.74K	Hold	63	–	–	﹤0.01%	238
2016 Q3	$2.98K	Hold	63	–	–	﹤0.01%	250
2016 Q2	$2.67K	Hold	63	–	–	﹤0.01%	248
2016 Q1	$2.63K	Hold	63	–	–	﹤0.01%	254
2015 Q4	$3.26K	Hold	63	–	–	﹤0.01%	231
2015 Q3	$3.13K	Hold	63	–	–	﹤0.01%	244
2015 Q2	$3.48K	Hold	63	–	–	﹤0.01%	230
2015 Q1	$3.25K	Hold	63	–	–	﹤0.01%	225
2014 Q4	$3.41K	Hold	63	–	–	﹤0.01%	220
2014 Q3	$3.27K	Buy	+63	New	+$3.17K	﹤0.01%	223
2014 Q1	–	Sell	-63	Closed	-$3.41K	–	344
2013 Q4	$3.41K	Buy	+63	New	+$3.19K	﹤0.01%	220

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's C Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Citigroup (C) stake by 0.77% in Q2 2026, selling an estimated $391 and leaving 389 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #168.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in C in Q4 2013 and has held it in 47 quarters since. 916 funds tracked by Wall St. Rank hold C as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 389 shares of Citigroup worth $54.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 3 Citigroup shares in Q2 2026, an estimated $391.
Citigroup made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #168 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Citigroup in Q4 2013 and has held it in 47 quarters since.
916 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.