Citigroup shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $772k | 7.6k | 101.50 |
| 2025-06-30 | $647k | 7.6k | 85.12 |
| 2025-03-31 | $443k | 6.2k | 70.99 |
| 2024-12-31 | $417k | 5.9k | 70.39 |
| 2024-09-30 | $369k | 5.9k | 62.60 |
| 2024-06-30 | $372k | 5.9k | 63.46 |
| 2024-03-31 | $369k | 5.8k | 63.25 |
| 2023-12-31 | $304k | 5.9k | 51.44 |
| 2023-09-30 | $245k | 5.9k | 41.13 |
| 2023-06-30 | $296k | 6.4k | 46.04 |
| 2023-03-31 | $298k | 6.4k | 46.89 |
| 2022-12-31 | $286k | 6.3k | 45.23 |
| 2022-09-30 | $312k | 7.5k | 41.64 |
| 2022-06-30 | $338k | 7.4k | 45.92 |
| 2022-03-31 | $292k | 5.5k | 53.26 |
| 2021-12-31 | $330k | 5.5k | 60.47 |
| 2021-09-30 | $381k | 5.4k | 70.13 |
| 2021-06-30 | $382k | 5.4k | 70.60 |
| 2021-03-31 | $392k | 5.4k | 72.70 |
| 2020-12-31 | $330k | 5.3k | 61.73 |
| 2020-09-30 | $229k | 5.3k | 43.05 |
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