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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

C holding history

Citigroup Inc in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of C by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−41,851−100.0%Sold outHolders
Q4 202241,851$1.89M0.2%+375+0.9%AddedHolders
Q3 202241,476$1.73M0.2%−91−0.2%ReducedHolders
Q2 202241,567$1.91M0.2%−900−2.1%ReducedHolders
Q1 202242,467$2.27M0.2%−3,000−6.6%ReducedHolders
Q4 202145,467$2.75M0.3%−23−0.1%ReducedHolders
Q3 202145,490$3.19M0.3%00.0%UnchangedHolders
Q2 202145,490$3.22M0.3%−1,671−3.5%ReducedHolders
Q1 202147,161$3.43M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.