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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Quarterly reported holdings in Citigroup by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 4.8k | 101.50 |
| 2025-06-30 | $408k | 4.8k | 85.12 |
| 2025-03-31 | $316k | 4.8k | 66.30 |
| 2024-12-31 | $414k | 5.1k | 81.98 |
| 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 |
More positions owned by Confluence Wealth Services
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