Citigroup shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Citigroup (C) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Citigroup
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Quarterly reported holdings in Citigroup by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $694k | 11k | 62.60 |
| 2024-06-30 | $677k | 11k | 63.46 |
| 2024-03-31 | $729k | 12k | 63.24 |
| 2023-12-31 | $507k | 9.8k | 51.44 |
| 2023-09-30 | $1.2M | 29k | 41.13 |
| 2023-06-30 | $1.0M | 23k | 46.04 |
| 2023-03-31 | $642k | 14k | 46.89 |
| 2022-12-31 | $390k | 8.6k | 45.23 |
| 2022-09-30 | $659k | 16k | 41.64 |
| 2022-06-30 | $747k | 16k | 46.01 |
| 2022-03-31 | $849k | 16k | 53.40 |
| 2021-12-31 | $850k | 14k | 60.42 |
| 2021-09-30 | $429k | 6.1k | 70.19 |
| 2021-06-30 | $861k | 12k | 70.73 |
| 2021-03-31 | $765k | 11k | 72.74 |
| 2020-12-31 | $225k | 3.7k | 61.56 |