Citigroup shares owned by Asset Planning
Historical chart of Asset Planning investment in Citigroup
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All positions including Citigroup held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $819k | 8.1k | 101.50 |
| 2025-06-30 | $687k | 8.1k | 85.12 |
| 2025-03-31 | $573k | 8.1k | 70.99 |