Citigroup shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 33k | 116.69 |
| 2025-06-30 | $270k | 3.2k | 85.12 |
| 2020-03-31 | $1.4M | 34k | 42.11 |
| 2019-12-31 | $2.4M | 30k | 79.89 |
| 2019-09-30 | $2.0M | 29k | 69.11 |
| 2019-06-30 | $2.0M | 28k | 70.05 |
| 2019-03-31 | $1.7M | 28k | 62.20 |
| 2018-12-31 | $1.4M | 26k | 52.07 |
| 2018-09-30 | $1.7M | 24k | 71.72 |
| 2018-06-30 | $1.5M | 22k | 66.94 |
| 2018-03-31 | $1.4M | 21k | 67.51 |
| 2017-12-31 | $1.3M | 18k | 74.42 |
| 2017-09-30 | $1.2M | 16k | 72.76 |
| 2017-06-30 | $887k | 13k | 66.88 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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