Citigroup shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 101.50 |
| 2025-06-30 | $1.2M | 14k | 85.12 |
| 2025-03-31 | $3.8M | 53k | 70.99 |
| 2024-12-31 | $6.7M | 96k | 70.39 |
| 2024-09-30 | $6.0M | 95k | 62.60 |
| 2024-06-30 | $6.0M | 94k | 63.46 |
| 2024-03-31 | $6.0M | 94k | 63.24 |
| 2023-12-31 | $3.7M | 72k | 51.44 |
| 2023-09-30 | $2.1M | 50k | 41.13 |
| 2023-06-30 | $2.2M | 49k | 46.04 |
| 2023-03-31 | $1.6M | 34k | 46.89 |
| 2022-12-31 | $1.1M | 25k | 45.23 |