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Citigroup shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Citigroup

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All positions including Citigroup held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $69k 1.3k 51.44
2023-09-30 $43k 1.0k 41.13
2023-06-30 $47k 1.0k 44.70
2023-03-31 $45k 967 46.89
2022-12-31 $44k 967 45.23
2022-09-30 $40k 967 41.37
2022-06-30 $44k 967 45.50
2022-03-31 $62k 1.2k 53.13
2021-12-31 $70k 1.2k 59.98
2021-09-30 $82k 1.2k 70.27
2021-06-30 $334k 4.7k 70.81
2021-03-31 $318k 4.4k 72.82
2020-12-31 $171k 2.8k 61.80
2020-09-30 $63k 1.5k 42.94
2020-06-30 $75k 1.5k 51.12
2020-03-31 $32k 767 41.72
2019-12-31 $93k 1.2k 79.69
2019-09-30 $81k 1.2k 69.41
2019-06-30 $89k 1.3k 70.24
2019-03-31 $197k 3.2k 62.26
2018-12-31 $102k 2.0k 51.93
2018-09-30 $252k 3.5k 71.65
2018-06-30 $215k 3.2k 66.83
2018-03-31 $190k 2.8k 67.38
2017-12-31 $95k 1.3k 74.80
2017-09-30 $49k 670 73.13
2017-06-30 $38k 570 66.67
2017-03-31 $34k 570 59.65
2016-12-31 $28k 467 59.96
2016-09-30 $22k 467 47.11
2016-06-30 $20k 467 42.83
2016-03-31 $19k 467 40.69
2015-12-31 $24k 467 51.39
2015-09-30 $23k 467 49.25
2015-06-30 $26k 467 55.67
2015-03-31 $24k 467 51.39
2014-12-31 $25k 467 53.53

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Citigroup

Vanguard Group
Berkshire Hathaway
Citadel Advisors
Bank of New York Mellon
Fisher Investments
Bank of America Corporation
D. E. Shaw & Co
Massachusetts Financial Services
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Royal Bank of Canada
Norges Bank Investment Management
Pzena Investment Management
Arrowstreet Capital, Limited Partnership
Legal & General Group

View all funds holding Citigroup