Citigroup shares owned by HB Wealth Management
Historical chart of HB Wealth Management investment in Citigroup
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All positions including Citigroup held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 86k | 101.50 |
| 2025-06-30 | $6.0M | 71k | 85.12 |
| 2025-03-31 | $5.1M | 72k | 70.99 |
| 2024-12-31 | $3.4M | 49k | 70.39 |
| 2024-09-30 | $2.7M | 43k | 62.60 |
| 2024-06-30 | $2.6M | 42k | 63.46 |
| 2024-03-31 | $2.3M | 36k | 63.24 |
| 2023-12-31 | $1.7M | 33k | 51.44 |
| 2023-09-30 | $656k | 16k | 41.13 |
| 2023-06-30 | $1.3M | 29k | 46.04 |
| 2023-03-31 | $1.2M | 26k | 46.89 |
| 2022-12-31 | $1.1M | 23k | 45.23 |
| 2022-09-30 | $878k | 21k | 41.65 |
| 2022-06-30 | $1.1M | 23k | 46.00 |
| 2022-03-31 | $1.2M | 23k | 53.41 |
| 2021-12-31 | $1.2M | 20k | 60.38 |
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