Citigroup shares owned by Alta Wealth Advisors
Historical chart of Alta Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 4.6k | 101.50 |
| 2025-06-30 | $392k | 4.6k | 85.12 |
| 2025-03-31 | $396k | 5.6k | 70.99 |
| 2022-03-31 | $1.5M | 27k | 53.40 |
| 2021-06-30 | $286k | 4.0k | 70.67 |
| 2021-03-31 | $358k | 4.9k | 72.73 |