Westbourne Investment 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 | $9.38M | Sell |
66,997
-4,311
| -6% | -$561K | 2.59% | 12 |
|
|
2026
Q1 | $8.09M | Sell |
71,308
-307
| -0.4% | -$35K | 2.36% | 12 |
|
|
2025
Q4 | $8.36M | Sell |
71,615
-3,419
| -5% | -$355K | 2.31% | 12 |
|
|
2025
Q3 | $7.62M | Sell |
75,034
-5,296
| -7% | -$503K | 2.12% | 15 |
|
|
2025
Q2 | $6.84M | Buy |
80,330
+789
| +1% | +$57K | 2.07% | 15 |
|
|
2025
Q1 | $5.65M | Buy |
79,541
+860
| +1% | +$65.6K | 2.01% | 20 |
|
|
2024
Q4 | $5.54M | Buy |
78,681
+8
| +0% | +$539 | 1.9% | 21 |
|
|
2024
Q3 | $4.92M | Buy |
78,673
+745
| +1% | +$46.1K | 1.72% | 25 |
|
|
2024
Q2 | $4.95M | Sell |
77,928
-624
| -0.8% | -$38.5K | 1.79% | 24 |
|
|
2024
Q1 | $4.97M | Buy |
78,552
+339
| +0.4% | +$18.9K | 1.83% | 24 |
|
|
2023
Q4 | $4.02M | Sell |
78,213
-2,066
| -3% | -$91.5K | 1.61% | 26 |
|
|
2023
Q3 | $3.3M | Sell |
80,279
-1,231
| -2% | -$54K | 1.52% | 27 |
|
|
2023
Q2 | $3.75M | Sell |
81,510
-211
| -0.3% | -$9.88K | 1.68% | 24 |
|
|
2023
Q1 | $3.83M | Sell |
81,721
-1,446
| -2% | -$71K | 1.85% | 22 |
|
|
2022
Q4 | $3.76M | Sell |
83,167
-2,517
| -3% | -$114K | 1.9% | 20 |
|
|
2022
Q3 | $3.57M | Sell |
85,684
-1,923
| -2% | -$95K | 1.89% | 18 |
|
|
2022
Q2 | $4.03M | Buy |
87,607
+1,130
| +1% | +$56.5K | 2.5% | 15 |
|
|
2022
Q1 | $4.62M | Buy |
86,477
+2,320
| +3% | +$143K | 1.91% | 20 |
|
|
2021
Q4 | $5.08M | Buy |
84,157
+685
| +0.8% | +$45.5K | 2% | 17 |
|
|
2021
Q3 | $5.86M | Buy |
83,472
+192
| +0.2% | +$13.4K | 2.67% | 11 |
|
|
2021
Q2 | $5.89M | Buy |
83,280
+1,008
| +1% | +$74.6K | 2.67% | 12 |
|
|
2021
Q1 | $5.99M | Buy |
+82,272
| New | +$5.49M | 2.98% | 11 |
|
|
2018
Q2 | – | Sell |
-55,853
| Closed | -$3.77M | – | 91 |
|
|
2018
Q1 | $3.77M | Buy |
55,853
+1,935
| +4% | +$145K | 3.02% | 6 |
|
|
2017
Q4 | $4.01M | Buy |
53,918
+4,020
| +8% | +$297K | 3.04% | 6 |
|
|
2017
Q3 | $3.63M | Buy |
49,898
+1,210
| +2% | +$82.6K | 2.83% | 7 |
|
|
2017
Q2 | $3.26M | Buy |
48,688
+2,070
| +4% | +$127K | 2.65% | 7 |
|
|
2017
Q1 | $2.79M | Buy |
46,618
+2,446
| +6% | +$145K | 2.3% | 9 |
|
|
2016
Q4 | $2.63M | Buy |
44,172
+1,095
| +3% | +$59.1K | 2.29% | 11 |
|
|
2016
Q3 | $2.04M | Sell |
43,077
-2,540
| -6% | -$116K | 1.8% | 16 |
|
|
2016
Q2 | $1.93M | Buy |
45,617
+1,965
| +5% | +$86.9K | 1.75% | 17 |
|
|
2016
Q1 | $1.82M | Buy |
43,652
+5,485
| +14% | +$229K | 1.74% | 19 |
|
|
2015
Q4 | $1.98M | Sell |
38,167
-675
| -2% | -$35.8K | 1.91% | 16 |
|
|
2015
Q3 | $1.93M | Buy |
38,842
+3,735
| +11% | +$204K | 1.93% | 14 |
|
|
2015
Q2 | $1.94M | Buy |
+35,107
| New | +$1.91M | 1.76% | 18 |
|
Other funds holding C
Westbourne Investment Advisors's C Position: Q2 2026 in Review
Westbourne Investment Advisors reduced its Citigroup (C) stake by 6% in Q2 2026, selling an estimated $561K and leaving 66,997 shares worth $9.38M. The position accounts for 2.59% of the portfolio, ranked #12.
Westbourne Investment Advisors first reported a position in C in Q2 2015 and has held it in 34 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Westbourne Investment Advisors held 66,997 shares of Citigroup worth $9.38M as of Q2 2026.
- Westbourne Investment Advisors sold 4,311 Citigroup shares in Q2 2026, an estimated $561K.
- Citigroup made up 2.59% of Westbourne Investment Advisors's portfolio in Q2 2026, its #12 holding.
- Westbourne Investment Advisors first reported a position in Citigroup in Q2 2015 and has held it in 34 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.