Citigroup shares owned by BKD Wealth Advisors
Historical chart of BKD Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 2.4k | 101.50 |
| 2025-06-30 | $201k | 2.4k | 85.12 |
| 2020-12-31 | $296k | 4.8k | 61.60 |
| 2020-09-30 | $867k | 463k | 1.87 |
| 2020-06-30 | $358k | 7.0k | 51.06 |
| 2020-03-31 | $363k | 8.6k | 42.07 |
| 2019-12-31 | $744k | 9.3k | 79.94 |
| 2019-09-30 | $577k | 8.3k | 69.11 |
| 2019-06-30 | $576k | 8.2k | 70.00 |
| 2019-03-31 | $522k | 8.4k | 62.19 |
| 2018-12-31 | $420k | 8.1k | 52.05 |
| 2018-09-30 | $683k | 9.5k | 71.70 |
| 2018-06-30 | $638k | 9.5k | 66.87 |
| 2018-03-31 | $910k | 13k | 68.99 |
| 2017-12-31 | $696k | 9.3k | 74.45 |
| 2017-09-30 | $712k | 9.8k | 72.74 |
| 2017-06-30 | $630k | 9.4k | 66.92 |
| 2017-03-31 | $457k | 7.6k | 59.79 |
| 2016-12-31 | $470k | 7.9k | 59.37 |
| 2016-09-30 | $325k | 6.9k | 47.26 |
| 2016-06-30 | $248k | 5.8k | 42.46 |
| 2016-03-31 | $272k | 6.5k | 41.78 |
| 2015-12-31 | $553k | 11k | 51.77 |
| 2015-09-30 | $501k | 10k | 49.58 |
| 2015-06-30 | $332k | 6.0k | 55.30 |
| 2015-03-31 | $306k | 5.9k | 51.50 |
| 2014-12-31 | $459k | 9.1k | 50.43 |
| 2014-09-30 | $562k | 11k | 52.35 |
| 2014-06-30 | $508k | 11k | 47.15 |
| 2014-03-31 | $504k | 11k | 47.52 |
| 2013-12-31 | $1.2M | 23k | 52.24 |
| 2013-09-30 | $1.1M | 24k | 48.53 |
| 2013-06-30 | $523k | 11k | 48.00 |
| 2013-03-31 | $476k | 11k | 44.28 |
| 2012-12-31 | $420k | 11k | 39.58 |
| 2012-09-30 | $285k | 8.7k | 32.71 |
| 2012-06-30 | $206k | 7.5k | 27.42 |
| 2012-03-31 | $267k | 7.3k | 36.57 |
| 2011-09-30 | $223k | 8.7k | 25.62 |
| 2011-06-30 | $377k | 9.1k | 41.63 |