Citigroup shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 13k | 116.69 |
| 2025-09-30 | $1.2M | 12k | 101.60 |
| 2025-06-30 | $1.0M | 12k | 85.04 |
| 2025-03-31 | $623k | 8.8k | 70.90 |
| 2024-12-31 | $377k | 5.4k | 70.39 |
| 2024-09-30 | $448k | 7.2k | 62.60 |
| 2024-06-30 | $459k | 7.1k | 64.89 |
| 2024-03-31 | $215k | 4.2k | 51.00 |
| 2023-12-31 | $215k | 4.2k | 51.00 |
| 2023-09-30 | $147k | 3.6k | 41.00 |
| 2023-06-30 | $238k | 5.2k | 46.04 |
| 2023-03-31 | $253k | 5.4k | 46.89 |
| 2022-12-31 | $250k | 5.5k | 45.22 |
| 2022-09-30 | $157k | 3.7k | 42.06 |
| 2022-06-30 | $231k | 5.0k | 45.82 |
| 2022-03-31 | $142k | 3.0k | 47.62 |
| 2021-12-31 | $174k | 2.7k | 64.94 |
More positions owned by EverSource Wealth Advisors
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