Wintrust Investments’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $155K | Sell |
2,600
-10,199
| -80% | -$687K | 0.14% | 122 |
|
|
2024
Q3 | $685K | Sell |
12,799
-38,888
| -75% | -$2.4M | 0.51% | 35 |
|
|
2024
Q2 | $3.3M | Sell |
51,687
-82,227
| -61% | -$5.07M | 0.27% | 63 |
|
|
2024
Q1 | $6.92M | Sell |
133,914
-8,879
| -6% | -$494K | 0.61% | 33 |
|
|
2023
Q4 | $6.73M | Buy |
142,793
+10,209
| +8% | +$452K | 0.65% | 27 |
|
|
2023
Q3 | $6.04M | Sell |
132,584
-45,644
| -26% | -$2M | 0.63% | 33 |
|
|
2023
Q2 | $8.5M | Sell |
178,228
-7,583
| -4% | -$355K | 0.85% | 22 |
|
|
2023
Q1 | $9.19M | Buy |
185,811
+57,627
| +45% | +$2.83M | 1.17% | 18 |
|
|
2022
Q4 | $6.68M | Buy |
128,184
+20,231
| +19% | +$919K | 0.87% | 22 |
|
|
2022
Q3 | $6M | Sell |
107,953
-14,954
| -12% | -$739K | 0.75% | 24 |
|
|
2022
Q2 | $7.03M | Sell |
122,907
-39,716
| -24% | -$1.99M | 0.84% | 26 |
|
|
2022
Q1 | $9.88M | Sell |
162,623
-6,278
| -4% | -$388K | 0.95% | 17 |
|
|
2021
Q4 | $10.5M | Buy |
168,901
+112,039
| +197% | +$7.45M | 1% | 17 |
|
|
2021
Q3 | $3.75M | Buy |
56,862
+15,050
| +36% | +$1.05M | 0.51% | 34 |
|
|
2021
Q2 | $2.68M | Buy |
41,812
+8,203
| +24% | +$607K | 0.27% | 66 |
|
|
2021
Q1 | $2.13M | Buy |
33,609
+21,709
| +182% | +$1.45M | 0.22% | 91 |
|
|
2020
Q4 | $502K | Sell |
11,900
-22,870
| -66% | -$1.16M | 0.14% | 105 |
|
|
2020
Q3 | $1.55M | Buy |
34,770
+6,978
| +25% | +$348K | 0.21% | 94 |
|
|
2020
Q2 | $1.44M | Buy |
27,792
+1,162
| +4% | +$55.1K | 0.2% | 88 |
|
|
2020
Q1 | $1.24M | Sell |
26,630
-5,578
| -17% | -$374K | 0.2% | 89 |
|
|
2019
Q4 | $2.54M | Sell |
32,208
-923
| -3% | -$68.2K | 0.36% | 54 |
|
|
2019
Q3 | $2.33M | Sell |
33,131
-7,445
| -18% | -$506K | 0.35% | 54 |
|
|
2019
Q2 | $2.9M | Buy |
40,576
+16,072
| +66% | +$1.08M | 0.44% | 48 |
|
|
2019
Q1 | $1.52M | Buy |
24,504
+395
| +2% | +$24.5K | 0.25% | 83 |
|
|
2018
Q4 | $1.25M | Sell |
24,109
-3,723
| -13% | -$236K | 0.23% | 87 |
|
|
2018
Q3 | $2M | Buy |
27,832
+14,940
| +116% | +$1.06M | 0.33% | 55 |
|
|
2018
Q2 | $863K | Sell |
12,892
-581
| -4% | -$40K | 0.15% | 133 |
|
|
2018
Q1 | $909K | Sell |
13,473
-5,426
| -29% | -$408K | 0.23% | 92 |
|
|
2017
Q4 | $1.41M | Buy |
18,899
+482
| +3% | +$35.6K | 0.33% | 65 |
|
|
2017
Q3 | $1.34M | Buy |
18,417
+77
| +0.4% | +$5.26K | 0.34% | 65 |
|
|
2017
Q2 | $1.23M | Buy |
18,340
+346
| +2% | +$21.2K | 0.33% | 72 |
|
|
2017
Q1 | $1.08M | Buy |
17,994
+6,358
| +55% | +$376K | 0.31% | 76 |
|
|
2016
Q4 | $692K | Sell |
11,636
-48
| -0.4% | -$2.59K | 0.29% | 68 |
|
|
2016
Q3 | $552K | Sell |
11,684
-947
| -7% | -$43.1K | 0.26% | 83 |
|
|
2016
Q2 | $35K | Buy |
+12,631
| New | +$559K | 0.07% | 122 |
|
Other funds holding C
Wintrust Investments's C Position: Q4 2024 in Review
Wintrust Investments reduced its Citigroup (C) stake by 80% in Q4 2024, selling an estimated $687K and leaving 2,600 shares worth $155K. The position accounts for 0.14% of the portfolio, ranked #122.
Wintrust Investments first reported a position in C in Q2 2016 and has held it in 35 quarters since. The position peaked at $10.5M in Q4 2021. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.
- Wintrust Investments held 2,600 shares of Citigroup worth $155K as of Q4 2024.
- Wintrust Investments sold 10,199 Citigroup shares in Q4 2024, an estimated $687K.
- Citigroup made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #122 holding.
- Wintrust Investments first reported a position in Citigroup in Q2 2016 and has held it in 35 quarters since.
- Wintrust Investments's Citigroup position peaked at $10.5M in Q4 2021.
- 1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.