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Citigroup shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Citigroup (C) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Citigroup

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All positions including Citigroup held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 4.2k 62.60
2024-03-31 $225k 3.6k 63.24
2023-09-30 $262k 6.4k 41.13
2022-06-30 $290k 5.4k 53.86
2022-03-31 $258k 4.8k 53.27
2021-12-31 $296k 4.9k 60.24