Citigroup shares owned by Carson Advisory
Historical chart of Carson Advisory investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 101.50 |
| 2025-06-30 | $1.4M | 16k | 85.12 |
| 2025-03-31 | $1.2M | 16k | 70.99 |
| 2024-12-31 | $1.2M | 17k | 70.39 |
| 2024-09-30 | $1.1M | 17k | 62.60 |
| 2024-06-30 | $1.1M | 18k | 63.46 |
| 2024-03-31 | $1.1M | 18k | 63.24 |
| 2023-12-31 | $942k | 18k | 51.44 |
| 2023-09-30 | $787k | 19k | 41.13 |
| 2023-06-30 | $895k | 19k | 46.04 |
| 2023-03-31 | $928k | 20k | 46.89 |
| 2022-12-31 | $1.1M | 23k | 45.23 |
| 2022-09-30 | $826k | 20k | 41.65 |
| 2022-06-30 | $884k | 19k | 45.97 |
| 2022-03-31 | $990k | 19k | 53.42 |
| 2021-12-31 | $1.1M | 19k | 60.38 |