Citigroup shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Citigroup
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All positions including Citigroup held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 327k | 101.50 |
| 2025-06-30 | $29M | 339k | 85.11 |
| 2025-03-31 | $23M | 322k | 70.93 |
| 2024-12-31 | $23M | 323k | 70.39 |
| 2024-09-30 | $19M | 304k | 62.60 |
| 2024-06-30 | $17M | 273k | 63.46 |
| 2024-03-31 | $17M | 273k | 63.24 |
| 2023-12-31 | $18M | 338k | 53.67 |
| 2023-09-30 | $12M | 283k | 41.13 |
| 2023-06-30 | $13M | 271k | 46.04 |
| 2023-03-31 | $8.7M | 186k | 46.89 |
| 2022-12-31 | $9.9M | 219k | 45.23 |
| 2022-09-30 | $8.3M | 200k | 41.67 |
| 2022-06-30 | $9.1M | 198k | 45.99 |
| 2022-03-31 | $9.4M | 175k | 53.40 |
| 2021-12-31 | $10M | 173k | 60.39 |
| 2021-09-30 | $11M | 157k | 70.18 |
| 2021-06-30 | $11M | 150k | 70.75 |
| 2021-03-31 | $11M | 146k | 72.75 |
| 2020-12-31 | $8.6M | 140k | 61.66 |
| 2020-09-30 | $6.3M | 146k | 43.11 |
| 2020-06-30 | $7.5M | 147k | 51.10 |
| 2020-03-31 | $4.8M | 114k | 42.12 |
| 2019-12-31 | $7.3M | 91k | 79.89 |
| 2019-09-30 | $5.4M | 79k | 69.07 |
| 2019-06-30 | $4.6M | 65k | 70.03 |
| 2019-03-31 | $1.1M | 18k | 62.24 |
| 2018-12-31 | $339k | 6.5k | 52.11 |
| 2018-09-30 | $495k | 6.9k | 71.70 |
| 2018-06-30 | $248k | 3.7k | 66.83 |
| 2018-03-31 | $220k | 3.3k | 67.44 |