Citigroup shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citigroup by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $652k | 6.4k | 101.50 |
| 2025-06-30 | $576k | 6.8k | 85.12 |
| 2025-03-31 | $488k | 6.9k | 70.99 |
| 2024-12-31 | $500k | 7.1k | 70.39 |
| 2024-09-30 | $506k | 8.1k | 62.60 |
| 2024-06-30 | $531k | 8.4k | 63.46 |
| 2024-03-31 | $539k | 8.5k | 63.24 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors