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Citigroup shares owned by Forum Financial Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Citigroup

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All positions including Citigroup held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 26k 51.44
2023-09-30 $1.0M 25k 41.13
2023-06-30 $1.2M 25k 46.04
2023-03-31 $1.1M 24k 46.89
2022-12-31 $1.1M 24k 45.23
2022-09-30 $981k 24k 41.68
2022-06-30 $1.0M 22k 45.98
2022-03-31 $1.4M 25k 53.36
2021-12-31 $1.5M 25k 60.39

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Citigroup

Vanguard Group
Berkshire Hathaway
Citadel Advisors
Bank of New York Mellon
Fisher Investments
Bank of America Corporation
D. E. Shaw & Co
Massachusetts Financial Services
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Royal Bank of Canada
Norges Bank Investment Management
Pzena Investment Management
Arrowstreet Capital, Limited Partnership
Legal & General Group

View all funds holding Citigroup