Winch Advisory Services’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 | $4.89M | Sell |
34,938
-1,217
| -3% | -$158K | 1.02% | 21 |
|
|
2026
Q1 | $4.1M | Sell |
36,155
-770
| -2% | -$87.7K | 0.94% | 23 |
|
|
2025
Q4 | $4.31M | Sell |
36,925
-433
| -1% | -$45K | 0.95% | 22 |
|
|
2025
Q3 | $3.79M | Sell |
37,358
-14
| -0% | -$1.33K | 0.85% | 23 |
|
|
2025
Q2 | $3.18M | Buy |
37,372
+225
| +0.6% | +$16.3K | 0.78% | 26 |
|
|
2025
Q1 | $2.64M | Sell |
37,147
-125
| -0.3% | -$9.53K | 0.7% | 28 |
|
|
2024
Q4 | $2.62M | Sell |
37,272
-64
| -0.2% | -$4.31K | 0.68% | 28 |
|
|
2024
Q3 | $2.34M | Sell |
37,336
-359
| -1% | -$22.2K | 0.65% | 28 |
|
|
2024
Q2 | $2.39M | Buy |
37,695
+596
| +2% | +$36.7K | 0.68% | 28 |
|
|
2024
Q1 | $2.35M | Buy |
37,099
+92
| +0.2% | +$5.12K | 0.72% | 27 |
|
|
2023
Q4 | $1.9M | Buy |
37,007
+946
| +3% | +$41.9K | 0.63% | 28 |
|
|
2023
Q3 | $1.48M | Buy |
36,061
+289
| +0.8% | +$12.7K | 0.54% | 28 |
|
|
2023
Q2 | $1.65M | Buy |
35,772
+847
| +2% | +$39.7K | 0.59% | 26 |
|
|
2023
Q1 | $1.64M | Buy |
34,925
+731
| +2% | +$35.9K | 0.64% | 27 |
|
|
2022
Q4 | $1.55M | Sell |
34,194
-1,548
| -4% | -$70.3K | 0.66% | 27 |
|
|
2022
Q3 | $1.49M | Sell |
35,742
-1,232
| -3% | -$60.9K | 0.64% | 25 |
|
|
2022
Q2 | $1.7M | Buy |
36,974
+713
| +2% | +$35.7K | 0.69% | 25 |
|
|
2022
Q1 | $1.94M | Sell |
36,261
-1,141
| -3% | -$70.5K | 0.67% | 26 |
|
|
2021
Q4 | $2.26M | Buy |
37,402
+1,467
| +4% | +$97.5K | 0.75% | 27 |
|
|
2021
Q3 | $2.52M | Sell |
35,935
-257
| -0.7% | -$18K | 0.88% | 26 |
|
|
2021
Q2 | $2.56M | Buy |
36,192
+1,634
| +5% | +$121K | 0.92% | 27 |
|
|
2021
Q1 | $2.51M | Buy |
34,558
+1,637
| +5% | +$109K | 1.01% | 26 |
|
|
2020
Q4 | $2.03M | Buy |
32,921
+358
| +1% | +$18.2K | 0.84% | 28 |
|
|
2020
Q3 | $1.4M | Buy |
32,563
+1,874
| +6% | +$93.4K | 0.59% | 28 |
|
|
2020
Q2 | $1.57M | Buy |
30,689
+30,669
| +153,345% | +$1.46M | 0.75% | 25 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1.34K | ﹤0.01% | 305 |
|
|
2018
Q2 | – | Sell |
-998
| Closed | -$67K | – | 341 |
|
|
2018
Q1 | $67K | Buy |
998
+1
| +0.1% | +$75 | 0.04% | 100 |
|
|
2017
Q4 | $74K | Buy |
997
+198
| +25% | +$14.6K | 0.04% | 83 |
|
|
2017
Q3 | $58K | Buy |
+799
| New | +$54.5K | 0.04% | 87 |
|
|
2015
Q3 | – | Sell |
-14,432
| Closed | -$797K | – | 238 |
|
|
2015
Q2 | $797K | Buy |
+14,432
| New | +$785K | 0.44% | 63 |
|
Other funds holding C
Winch Advisory Services's C Position: Q2 2026 in Review
Winch Advisory Services reduced its Citigroup (C) stake by 3.4% in Q2 2026, selling an estimated $158K and leaving 34,938 shares worth $4.89M. The position accounts for 1.02% of the portfolio, ranked #21.
Winch Advisory Services first reported a position in C in Q2 2015 and has held it in 30 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Winch Advisory Services held 34,938 shares of Citigroup worth $4.89M as of Q2 2026.
- Winch Advisory Services sold 1,217 Citigroup shares in Q2 2026, an estimated $158K.
- Citigroup made up 1.02% of Winch Advisory Services's portfolio in Q2 2026, its #21 holding.
- Winch Advisory Services first reported a position in Citigroup in Q2 2015 and has held it in 30 quarters since.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.