West Oak Capital’s Citigroup C Stock Holding History

West Oak Capital’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 Q3	$33.6K	Sell	33,144 -394	-1%	-$37.4K	1.33%	23
2025 Q2	$28.5K	Buy	33,538 +225	+0.7%	+$16.3K	1.12%	31
2025 Q1	$23.6K	Sell	33,313 -1,865	-5%	-$142K	0.91%	33
2024 Q4	$24.8M	Buy	35,178 +185	+0.5%	+$12.5K	0.88%	29
2024 Q3	$21.9K	Buy	34,993 +3,500	+11%	+$216K	0.41%	40
2024 Q2	$2M	Buy	31,493 +5,455	+21%	+$336K	0.8%	37
2024 Q1	$1.65M	Buy	26,038 +3,395	+15%	+$189K	0.7%	49
2023 Q4	$1.19M	Sell	22,643 -6,610	-23%	-$293K	0.56%	55
2023 Q3	$1.2M	Sell	29,253 -90	-0.3%	-$3.95K	0.6%	58
2023 Q2	$1.35M	Hold	29,343	–	–	0.66%	54
2023 Q1	$1.38M	Buy	29,343 +2,135	+8%	+$105K	0.7%	53
2022 Q4	$1.23M	Sell	27,208 -9,400	-26%	-$427K	0.64%	53
2022 Q3	$1.52M	Buy	36,608 +2,670	+8%	+$132K	0.83%	47
2022 Q2	$1.56M	Buy	33,938 +728	+2%	+$36.4K	0.82%	48
2022 Q1	$1.77M	Buy	33,210 +3,110	+10%	+$192K	0.8%	49
2021 Q4	$1.82M	Sell	30,100 -5,065	-14%	-$337K	0.67%	50
2021 Q3	$2.47M	Buy	35,165 +1,015	+3%	+$71K	0.96%	33
2021 Q2	$2.42M	Buy	34,150 +990	+3%	+$73.2K	0.95%	35
2021 Q1	$2.41M	Sell	33,160 -465	-1%	-$31K	1.03%	33
2020 Q4	$2.07M	Sell	33,625 -3,465	-9%	-$176K	0.96%	37
2020 Q3	$1.6M	Sell	37,090 -1,845	-5%	-$91.9K	0.88%	47
2020 Q2	$1.99M	Sell	38,935 -2,070	-5%	-$98.2K	1.13%	35
2020 Q1	$1.73M	Buy	41,005 +13,835	+51%	+$929K	1.18%	32
2019 Q4	$2.17M	Sell	27,170 -1,180	-4%	-$87.2K	1.22%	28
2019 Q3	$1.96M	Buy	28,350 +522	+2%	+$35.5K	1.15%	35
2019 Q2	$1.95M	Buy	27,828 +550	+2%	+$36.8K	1.17%	33
2019 Q1	$1.7M	Buy	27,278 +10,900	+67%	+$677K	1.06%	39
2018 Q4	$853K	Buy	16,378 +6,690	+69%	+$424K	0.61%	58
2018 Q3	$695K	Buy	9,688 +560	+6%	+$39.6K	0.4%	71
2018 Q2	$611K	Hold	9,128	–	–	0.37%	74
2018 Q1	$616K	Sell	9,128 -1,425	-14%	-$107K	0.37%	72
2017 Q4	$785K	Sell	10,553 -75	-0.7%	-$5.55K	0.48%	64
2017 Q3	$773K	Sell	10,628 -600	-5%	-$41K	0.46%	68
2017 Q2	$751K	Sell	11,228 -390	-3%	-$23.9K	0.46%	68
2017 Q1	$695K	Buy	11,618 +175	+2%	+$10.3K	0.43%	70
2016 Q4	$680K	Sell	11,443 -11,897	-51%	-$642K	0.46%	68
2016 Q3	$1.1M	Sell	23,340 -7,908	-25%	-$360K	0.76%	53
2016 Q2	$1.32M	Sell	31,248 -4,080	-12%	-$180K	0.96%	42
2016 Q1	$1.47M	Sell	35,328 -230	-0.6%	-$9.61K	1.14%	30
2015 Q4	$1.84M	Buy	35,558 +3,707	+12%	+$197K	1.43%	17
2015 Q3	$1.58M	Buy	31,851 +705	+2%	+$38.5K	1.28%	20
2015 Q2	$1.72M	Sell	31,146 -375	-1%	-$20.4K	1.28%	18
2015 Q1	$1.62M	Buy	31,521 +690	+2%	+$35.1K	1.19%	25
2014 Q4	$1.67M	Buy	30,831 +453	+1%	+$24K	1.21%	26
2014 Q3	$1.57M	Sell	30,378 -255	-0.8%	-$12.8K	1.18%	30
2014 Q2	$1.44M	Buy	30,633 +90	+0.3%	+$4.28K	1.05%	36
2014 Q1	$1.45M	Sell	30,543 -40	-0.1%	-$1.99K	1.07%	35
2013 Q4	$1.59M	Buy	30,583 +1,580	+5%	+$80K	1.18%	29
2013 Q3	$1.41M	Buy	29,003 +20,705	+250%	+$1.05M	1.1%	28
2013 Q2	$398K	Buy	+8,298	New	+$399K	0.33%	73

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Oak Capital's C Position: Q3 2025 in Review

West Oak Capital reduced its Citigroup (C) stake by 1.2% in Q3 2025, selling an estimated $37.4K and leaving 33,144 shares worth $33.6K. The position accounts for 1.33% of the portfolio, ranked #23.

West Oak Capital first reported a position in C in Q2 2013 and has held it in 50 quarters since. The position peaked at $24.8M in Q4 2024. 2,215 funds tracked by Wall St. Rank hold C as of Q3 2025.

West Oak Capital held 33,144 shares of Citigroup worth $33.6K as of Q3 2025.
West Oak Capital sold 394 Citigroup shares in Q3 2025, an estimated $37.4K.
Citigroup made up 1.33% of West Oak Capital's portfolio in Q3 2025, its #23 holding.
West Oak Capital first reported a position in Citigroup in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Citigroup position peaked at $24.8M in Q4 2024.
2,215 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.