Westside Investment Management’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 | $1.37M | Hold |
9,824
| – | – | 0.18% | 121 |
|
|
2026
Q1 | $1.12M | Sell |
9,824
-501
| -5% | -$57.1K | 0.17% | 129 |
|
|
2025
Q4 | $1.21M | Buy |
10,325
+72
| +0.7% | +$7.48K | 0.19% | 111 |
|
|
2025
Q3 | $1.04M | Sell |
10,253
-319
| -3% | -$30.3K | 0.17% | 121 |
|
|
2025
Q2 | $901K | Buy |
10,572
+283
| +3% | +$20.5K | 0.17% | 124 |
|
|
2025
Q1 | $730K | Sell |
10,289
-57
| -0.6% | -$4.35K | 0.16% | 131 |
|
|
2024
Q4 | $728K | Sell |
10,346
-150
| -1% | -$10.1K | 0.15% | 129 |
|
|
2024
Q3 | $657K | Hold |
10,496
| – | – | 0.14% | 138 |
|
|
2024
Q2 | $666K | Sell |
10,496
-63
| -0.6% | -$3.88K | 0.15% | 131 |
|
|
2024
Q1 | $668K | Sell |
10,559
-225
| -2% | -$12.5K | 0.16% | 130 |
|
|
2023
Q4 | $555K | Sell |
10,784
-250
| -2% | -$11.1K | 0.14% | 134 |
|
|
2023
Q3 | $454K | Buy |
11,034
+50
| +0.5% | +$2.19K | 0.13% | 142 |
|
|
2023
Q2 | $506K | Hold |
10,984
| – | – | 0.14% | 133 |
|
|
2023
Q1 | $515K | Sell |
10,984
-500
| -4% | -$24.5K | 0.15% | 127 |
|
|
2022
Q4 | $28K | Buy |
11,484
+622
| +6% | +$28.3K | 0.07% | 151 |
|
|
2022
Q3 | $25.4K | Sell |
10,862
-1,350
| -11% | -$66.7K | 0.06% | 166 |
|
|
2022
Q2 | $84.2K | Buy |
12,212
+600
| +5% | +$30K | 0.19% | 104 |
|
|
2022
Q1 | $84.3K | Buy |
11,612
+740
| +7% | +$45.7K | 0.18% | 106 |
|
|
2021
Q4 | $114K | Buy |
10,872
+830
| +8% | +$55.2K | 0.26% | 83 |
|
|
2021
Q3 | $114K | Buy |
10,042
+1,207
| +14% | +$84.4K | 0.26% | 81 |
|
|
2021
Q2 | $114K | Sell |
8,835
-500
| -5% | -$37K | 0.26% | 78 |
|
|
2021
Q1 | $44.3K | Sell |
9,335
-2,750
| -23% | -$184K | 0.12% | 116 |
|
|
2020
Q4 | $167K | Sell |
12,085
-900
| -7% | -$45.7K | 0.46% | 45 |
|
|
2020
Q3 | $160K | Buy |
12,985
+6,050
| +87% | +$301K | 0.07% | 41 |
|
|
2020
Q2 | $56.5K | Sell |
6,935
-2,300
| -25% | -$109K | 0.03% | 68 |
|
|
2020
Q1 | $26.5K | Buy |
+9,235
| New | +$620K | 0.02% | 108 |
|
|
2019
Q2 | $61 | Buy |
+885
| New | +$59.2K | ﹤0.01% | 292 |
|
|
2018
Q4 | $46.1K | Hold |
885
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $63.7K | Hold |
885
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $59.4K | Sell |
885
-39
| -4% | -$2.69K | 0.02% | 279 |
|
|
2018
Q1 | $62.6K | Hold |
924
| – | – | 0.03% | 261 |
|
|
2017
Q4 | $68.9K | Sell |
924
-10
| -1% | -$739 | 0.04% | 248 |
|
|
2017
Q3 | $70.4K | Hold |
934
| – | – | 0.04% | 243 |
|
|
2017
Q2 | $63.2K | Buy |
934
+69
| +8% | +$4.23K | 0.04% | 242 |
|
|
2017
Q1 | $51.5K | Buy |
865
+600
| +226% | +$35.5K | 0.02% | 257 |
|
|
2016
Q4 | $15.9K | Buy |
+265
| New | +$14.3K | 0.01% | 313 |
|
Other funds holding C
Westside Investment Management's C Position: Q2 2026 in Review
Westside Investment Management held its Citigroup (C) position steady in Q2 2026 at 9,824 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #121.
Westside Investment Management first reported a position in C in Q4 2016 and has held it in 36 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Westside Investment Management held 9,824 shares of Citigroup worth $1.37M as of Q2 2026.
- Westside Investment Management left its Citigroup share count unchanged in Q2 2026.
- Citigroup made up 0.18% of Westside Investment Management's portfolio in Q2 2026, its #121 holding.
- Westside Investment Management first reported a position in Citigroup in Q4 2016 and has held it in 36 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.