Citigroup shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 5.8k | 101.50 |
| 2025-06-30 | $496k | 5.8k | 85.12 |
| 2025-03-31 | $386k | 5.4k | 70.99 |
| 2024-12-31 | $377k | 5.4k | 70.39 |
| 2024-09-30 | $348k | 5.6k | 62.60 |
| 2024-06-30 | $406k | 6.4k | 63.46 |
| 2024-03-31 | $343k | 5.4k | 63.24 |
| 2023-12-31 | $279k | 5.4k | 51.44 |
| 2023-09-30 | $243k | 5.9k | 41.13 |
| 2023-06-30 | $267k | 5.8k | 46.04 |
| 2023-03-31 | $285k | 6.1k | 46.89 |
| 2022-12-31 | $270k | 6.0k | 45.23 |
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