Citigroup shares owned by MAI Wealth Advisors
Historical chart of MAI Wealth Advisors investment in Citigroup
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All positions including Citigroup held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 76k | 51.44 |
| 2023-09-30 | $2.1M | 51k | 41.13 |
| 2023-06-30 | $3.0M | 66k | 46.04 |
| 2023-03-31 | $3.7M | 78k | 46.89 |
| 2022-12-31 | $3.1M | 68k | 45.23 |
| 2022-09-30 | $3.6M | 86k | 41.67 |
| 2022-06-30 | $2.7M | 59k | 45.99 |
| 2022-03-31 | $4.0M | 76k | 53.39 |
| 2021-12-31 | $10M | 170k | 60.39 |
| 2021-09-30 | $11M | 162k | 70.18 |
| 2021-06-30 | $11M | 153k | 70.75 |
| 2021-03-31 | $3.7M | 51k | 72.75 |
| 2020-12-31 | $3.4M | 55k | 61.67 |
| 2020-09-30 | $2.7M | 62k | 43.10 |
| 2020-06-30 | $4.5M | 87k | 51.10 |
| 2020-03-31 | $9.0M | 213k | 42.12 |
| 2019-12-31 | $16M | 201k | 79.89 |
| 2019-09-30 | $14M | 199k | 69.08 |
| 2019-06-30 | $14M | 199k | 70.03 |
| 2019-03-31 | $12M | 185k | 62.22 |
| 2018-12-31 | $9.0M | 173k | 52.06 |
| 2018-09-30 | $12M | 168k | 71.74 |
| 2018-06-30 | $9.5M | 142k | 66.92 |
| 2018-03-31 | $9.1M | 135k | 67.50 |
| 2017-12-31 | $9.8M | 132k | 74.41 |
| 2017-09-30 | $7.5M | 103k | 72.74 |
| 2017-06-30 | $3.6M | 53k | 66.88 |
| 2017-03-31 | $3.2M | 54k | 59.81 |
| 2016-12-31 | $3.2M | 53k | 59.42 |
| 2016-09-30 | $2.5M | 53k | 47.23 |
| 2016-06-30 | $2.5M | 60k | 42.40 |
| 2016-03-31 | $3.0M | 72k | 41.75 |
| 2015-12-31 | $4.0M | 77k | 51.75 |
| 2015-09-30 | $3.3M | 67k | 49.61 |
| 2015-06-30 | $4.0M | 73k | 55.24 |
| 2015-03-31 | $3.7M | 72k | 51.51 |
| 2014-12-31 | $2.5M | 47k | 54.12 |
| 2014-09-30 | $3.5M | 73k | 47.09 |
| 2014-06-30 | $3.5M | 73k | 47.09 |
| 2014-03-31 | $3.2M | 67k | 47.60 |
| 2011-06-30 | $230k | 5.5k | 41.56 |