Citigroup shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Citigroup (C) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Citigroup
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Quarterly reported holdings in Citigroup by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 83k | 101.50 |
| 2025-06-30 | $7.0M | 82k | 85.12 |
| 2025-03-31 | $6.1M | 86k | 70.99 |
| 2024-12-31 | $5.7M | 81k | 70.39 |
| 2024-09-30 | $4.4M | 70k | 62.60 |
| 2024-06-30 | $4.4M | 69k | 63.46 |
| 2024-03-31 | $4.0M | 63k | 63.24 |
| 2023-12-31 | $2.4M | 46k | 51.44 |
| 2023-09-30 | $1.8M | 45k | 41.13 |
| 2023-06-30 | $2.3M | 50k | 46.04 |
| 2023-03-31 | $2.3M | 49k | 46.89 |
| 2022-12-31 | $2.3k | 51k | 0.05 |
| 2022-09-30 | $2.2M | 54k | 41.66 |
| 2022-06-30 | $2.4M | 53k | 45.98 |
| 2022-03-31 | $2.0M | 38k | 53.41 |
| 2021-12-31 | $1.9M | 31k | 60.39 |
| 2021-09-30 | $2.2M | 31k | 70.18 |
| 2021-06-30 | $2.0M | 28k | 70.76 |
| 2021-03-31 | $2.0M | 28k | 72.75 |
| 2020-12-31 | $1.6M | 25k | 61.66 |
| 2020-09-30 | $1.4M | 32k | 43.12 |
| 2020-06-30 | $1.5M | 29k | 51.12 |
| 2020-03-31 | $0 | 26k | 0.00 |
| 2019-12-31 | $1.7M | 21k | 79.89 |
| 2019-09-30 | $1.4M | 21k | 69.07 |
| 2019-06-30 | $2.8M | 40k | 70.02 |
| 2019-03-31 | $2.4M | 39k | 62.21 |
| 2018-12-31 | $1.9M | 37k | 52.07 |
| 2018-09-30 | $2.7M | 40k | 67.72 |
| 2018-06-30 | $2.3M | 36k | 63.30 |
| 2018-03-31 | $2.1M | 30k | 67.70 |
| 2017-12-31 | $2.1M | 29k | 74.53 |
| 2017-09-30 | $1.6M | 21k | 75.38 |
| 2017-06-30 | $1.4M | 21k | 67.67 |
| 2017-03-31 | $1.5M | 25k | 59.58 |
| 2016-12-31 | $1.2M | 22k | 56.12 |
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