Citigroup shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Citigroup (C) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Citigroup
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Quarterly reported holdings in Citigroup by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $18M | 205k | 85.12 |
| 2025-03-31 | $7.5M | 106k | 71.13 |
| 2024-12-31 | $6.8M | 97k | 70.39 |
| 2024-09-30 | $13M | 204k | 62.60 |
| 2024-03-31 | $4.4M | 70k | 63.24 |
| 2023-12-31 | $3.9M | 77k | 51.44 |
| 2023-09-30 | $3.1M | 75k | 41.13 |
| 2023-06-30 | $3.4M | 75k | 46.04 |
| 2023-03-31 | $3.5M | 75k | 46.89 |
| 2022-12-31 | $3.3M | 73k | 45.23 |
| 2022-09-30 | $3.1M | 75k | 41.67 |
| 2022-06-30 | $3.0M | 65k | 45.98 |
| 2022-03-31 | $3.0M | 56k | 53.39 |
| 2021-12-31 | $3.5M | 59k | 60.39 |
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