Citigroup shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Citigroup
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All positions including Citigroup held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.3M | 63k | 116.69 |
| 2025-06-30 | $5.4M | 63k | 85.12 |
| 2025-03-31 | $4.3M | 60k | 70.99 |
| 2024-12-31 | $2.5M | 36k | 70.39 |
| 2024-09-30 | $2.3M | 36k | 62.60 |
| 2024-06-30 | $1.1M | 17k | 63.46 |
| 2024-03-31 | $887k | 14k | 63.24 |
| 2023-12-31 | $593k | 12k | 51.44 |
| 2023-09-30 | $549k | 13k | 41.13 |
| 2023-06-30 | $626k | 6.8k | 92.30 |
| 2023-03-31 | $906k | 10k | 87.84 |
| 2022-12-31 | $570k | 13k | 45.23 |
| 2022-09-30 | $537k | 13k | 41.66 |
| 2022-06-30 | $438k | 9.5k | 45.99 |
| 2022-03-31 | $591k | 11k | 53.35 |
| 2021-12-31 | $704k | 12k | 60.37 |
| 2021-09-30 | $791k | 7.9k | 100.56 |
| 2021-06-30 | $885k | 13k | 70.73 |
| 2021-03-31 | $755k | 10k | 72.76 |
| 2020-12-31 | $478k | 7.7k | 61.69 |
| 2020-06-30 | $372k | 7.3k | 51.06 |
| 2020-03-31 | $347k | 8.2k | 42.10 |
| 2019-12-31 | $381k | 4.8k | 79.94 |
| 2019-09-30 | $1.4M | 20k | 69.08 |
| 2019-06-30 | $276k | 3.9k | 70.05 |
| 2018-12-31 | $303k | 5.8k | 52.02 |
| 2018-09-30 | $454k | 6.3k | 71.67 |
| 2018-06-30 | $395k | 5.9k | 66.95 |