Citigroup shares owned by Creative Planning
Historical chart of Creative Planning investment in Citigroup
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All positions including Citigroup held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 381k | 62.60 |
| 2024-06-30 | $24M | 379k | 63.46 |
| 2024-03-31 | $23M | 369k | 63.24 |
| 2023-12-31 | $17M | 337k | 51.44 |
| 2023-09-30 | $13M | 312k | 41.13 |
| 2023-06-30 | $14M | 301k | 46.04 |
| 2023-03-31 | $13M | 275k | 46.89 |
| 2022-12-31 | $11M | 246k | 45.23 |
| 2022-09-30 | $0 | 233k | 0.00 |
| 2022-06-30 | $9.5M | 206k | 45.99 |
| 2022-03-31 | $0 | 186k | 0.00 |
| 2021-12-31 | $9.9M | 163k | 60.39 |
| 2021-09-30 | $13M | 182k | 70.18 |
| 2021-06-30 | $12M | 163k | 70.75 |
| 2021-03-31 | $52M | 710k | 72.75 |
| 2020-12-31 | $51M | 824k | 61.66 |
| 2020-09-30 | $30M | 685k | 43.11 |
| 2020-06-30 | $34M | 658k | 51.10 |
| 2020-03-31 | $7.7M | 184k | 42.12 |
| 2019-12-31 | $15M | 189k | 79.89 |
| 2019-09-30 | $14M | 198k | 69.08 |
| 2019-06-30 | $14M | 196k | 70.03 |
| 2019-03-31 | $422k | 211k | 2.00 |
| 2018-12-31 | $0 | 216k | 0.00 |
| 2018-09-30 | $420k | 210k | 2.00 |
| 2018-06-30 | $409k | 205k | 2.00 |
| 2018-03-31 | $0 | 222k | 0.00 |
| 2017-12-31 | $15M | 196k | 74.41 |
| 2017-09-30 | $14M | 189k | 72.74 |
| 2017-06-30 | $16M | 246k | 66.88 |
| 2017-03-31 | $13M | 209k | 59.82 |
| 2016-12-31 | $11M | 189k | 59.43 |
| 2016-09-30 | $7.0M | 147k | 47.23 |
| 2016-06-30 | $4.3M | 101k | 42.39 |
| 2016-03-31 | $3.7M | 88k | 41.75 |
| 2015-12-31 | $4.5M | 87k | 51.75 |
| 2015-09-30 | $324k | 108k | 3.00 |
| 2015-06-30 | $5.8M | 106k | 55.24 |
| 2015-03-31 | $3.2M | 62k | 51.51 |
| 2014-12-31 | $4.0M | 74k | 54.11 |
| 2014-09-30 | $4.2M | 80k | 51.82 |
| 2014-06-30 | $123k | 98k | 1.25 |
| 2014-03-31 | $3.5M | 73k | 47.60 |
| 2013-12-31 | $3.8M | 72k | 52.12 |
| 2013-09-30 | $3.4M | 70k | 48.50 |
| 2013-06-30 | $3.0M | 63k | 47.98 |
| 2012-12-31 | $-2.2M | -57k | 39.56 |
| 2012-09-30 | $1.3M | 41k | 32.72 |
| 2012-06-30 | $994k | 36k | 27.42 |
| 2011-12-31 | $523k | 20k | 26.31 |