Citigroup shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Citigroup by Financial Synergies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $15k | 241 | 63.19 |
2023-12-31 | $1.4k | 32 | 45.25 |
2023-09-30 | $9.8k | 238 | 41.09 |
2023-06-30 | $11k | 236 | 46.04 |
2023-03-31 | $11k | 234 | 46.97 |
2022-12-31 | $1.4k | 32 | 45.25 |
2022-09-30 | $1.2k | 28 | 41.68 |
2022-06-30 | $1.9k | 42 | 46.00 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors