Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Citigroup Inc. (C)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% <0.01 SEC
2008   Q1 3,900 <0.01 Reduce 97.53% 0.10 $21.54 $84,000 SEC
2007   Q4 158,005 0.10 Reduce 93.45% 0.73 $29.44 $4,652,000 SEC
2007   Q3 2,413,151 0.78 Add 0.37% <0.01 $5.23 $12,622,000 SEC
2007   Q2 2,404,375 2.62 Add 1.36% 0.04 $51.29 $123,320,000 SEC
2007   Q1 2,372,140 2.78 Add 1.83% 0.05 $51.34 $121,786,000 SEC
2006   Q4 2,329,431 3.06 Add 3.88% 0.11 $55.70 $129,749,000 SEC
2006   Q3 2,242,364 2.90 Add 0.30% <0.01 $49.67 $111,378,000 SEC
2006   Q2 2,235,593 2.99 Add 4.24% 0.12 $48.25 $107,867,000 SEC
2006   Q1 2,144,629 3.47 Add 6.83% 0.22 $47.23 $101,291,000 SEC
2005   Q4 2,007,589 2.96 Buy 2.96 $48.53 $97,428,000 SEC
2005   Q2 0 0.00 Sell 100.00% 3.66 SEC
2005   Q1 1,762,972 3.66 Add 12.01% 0.39 $44,940.00 $79,227,962,000 SEC
2004   Q4 1,573,978 3.70 Add 5.69% 0.20 $48,180.00 $75,834,260,000 SEC
2004   Q3 1,489,288 3.80 Add 6.35% 0.23 $44,120.00 $65,707,387,000 SEC
2004   Q2 1,400,334 3.84 Add 3.68% 0.14 $46,500.00 $65,115,531,000 SEC
2004   Q1 1,350,630 2.57 Add 8.10% 0.19 $7,276.29 $9,827,571,000 SEC
2003   Q4 1,249,392 4.76 Add 6.37% 0.29 $48,540.00 $60,645,488,000 SEC
2003   Q3 1,174,599 3.75 Add 15.08% 0.49 $45,510.00 $53,456,000,000 SEC
2003   Q2 1,020,723 3.63 Add 12.90% 0.41 $42,800.00 $43,686,944,000 SEC
2003   Q1 904,058 3.00 Buy 3.00 $34,450.00 $31,144,798,000 SEC
2002   Q4 0 0.00 Sell 100.00% 2.59 SEC
2002   Q3 813,607 2.59 Add 25.51% 0.53 $29,650.00 $24,123,448,000 SEC
2002   Q2 648,223 2.43 Add 4.79% 0.11 $38,750.00 $25,118,641,000 SEC
2002   Q1 618,566 2.88 Buy 2.88 $49,520.00 $30,631,388,000 SEC
2001   Q1 0 0.00 Sell 100.00% 4.96 SEC
2000   Q4 719,856 4.96 Buy 4.96 $51,062.50 $36,757,647,000 SEC
2000   Q1 0 0.00 Sell 100.00% 6.70 SEC
1999   Q4 1,140,961 6.70 Reduce 12.18% 0.70 $55,687.50 $63,537,266,000 SEC
1999   Q3 1,299,224 5.71 Reduce 6.71% 0.39 $44,000.00 $57,165,856,000 SEC
1999   Q2 1,392,615 5.82 Reduce 9.35% 0.56 $47,500.00 $66,149,212,000 SEC
1999   Q1 1,536,302 5.96 $42.58 $65,421,000 SEC