Core Wealth Advisors »

Citigroup shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citigroup by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9k 120 41.13
2023-06-30 $5.5k 120 46.04
2023-03-31 $5.6k 120 46.89
2022-12-31 $5.4k 120 45.23
2022-09-30 $5.0k 120 41.67
2022-06-30 $6.0k 120 50.00
2022-03-31 $6.0k 120 50.00
2021-12-31 $56k 920 60.87
2021-09-30 $7.0k 95 73.68
2021-06-30 $7.0k 95 73.68
2021-03-31 $7.0k 95 73.68
2020-12-31 $6.0k 95 63.16
2020-09-30 $4.0k 103 38.84
2020-06-30 $5.0k 95 52.63
2020-03-31 $3.0k 66 45.45
2019-12-31 $5.0k 66 75.76