Citigroup shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $144k | 1.4k | 101.50 |
| 2025-06-30 | $120k | 1.4k | 85.12 |
| 2025-03-31 | $100k | 1.4k | 70.99 |
| 2024-12-31 | $102k | 1.4k | 70.39 |
| 2024-09-30 | $90k | 1.4k | 62.60 |
| 2024-06-30 | $74k | 1.2k | 63.46 |
| 2024-03-31 | $74k | 1.2k | 63.24 |
| 2023-12-31 | $68k | 1.3k | 51.44 |
| 2023-09-30 | $58k | 1.4k | 41.13 |
| 2022-09-30 | $298k | 8.2k | 36.22 |
| 2021-06-30 | $165k | 4.0k | 41.19 |
| 2020-12-31 | $208k | 4.9k | 42.58 |
| 2020-09-30 | $184k | 5.2k | 35.09 |
| 2020-06-30 | $171k | 19k | 8.86 |
| 2020-03-31 | $76k | 1.8k | 42.12 |
| 2019-12-31 | $413k | 7.0k | 59.21 |
| 2019-09-30 | $349k | 6.7k | 52.04 |
| 2019-06-30 | $364k | 6.3k | 57.88 |
| 2019-03-31 | $301k | 5.3k | 56.93 |
| 2018-12-31 | $35k | 687 | 50.95 |
| 2018-09-30 | $58k | 814 | 71.25 |