Citigroup shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citigroup by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 5.0k | 101.50 |
| 2025-06-30 | $372k | 4.4k | 85.11 |
| 2025-03-31 | $349k | 4.9k | 71.00 |
| 2024-12-31 | $321k | 4.6k | 70.39 |
| 2024-09-30 | $254k | 4.1k | 62.60 |
| 2024-06-30 | $147k | 2.3k | 63.45 |
| 2024-03-31 | $143k | 2.3k | 63.23 |
| 2023-12-31 | $112k | 2.2k | 51.45 |
| 2023-09-30 | $89k | 2.2k | 41.13 |
| 2023-06-30 | $107k | 2.3k | 46.04 |
| 2023-03-31 | $110k | 2.3k | 46.88 |
| 2022-12-31 | $114k | 2.5k | 45.24 |
| 2022-09-30 | $108k | 2.6k | 41.67 |
| 2022-06-30 | $87k | 1.9k | 45.84 |
| 2022-03-31 | $115k | 2.2k | 53.24 |
| 2021-12-31 | $116k | 1.9k | 60.54 |
| 2021-09-30 | $118k | 1.7k | 69.99 |
| 2021-06-30 | $88k | 1.2k | 70.46 |
| 2021-03-31 | $97k | 1.3k | 73.04 |
| 2020-12-31 | $94k | 1.5k | 61.68 |
| 2020-09-30 | $57k | 1.3k | 43.18 |
| 2020-06-30 | $67k | 1.3k | 50.76 |
| 2020-03-31 | $54k | 1.3k | 42.29 |
| 2019-12-31 | $111k | 1.4k | 80.20 |
| 2019-09-30 | $89k | 1.3k | 69.31 |
| 2019-06-30 | $87k | 1.2k | 69.66 |
| 2019-03-31 | $83k | 1.3k | 62.31 |
| 2018-12-31 | $69k | 1.3k | 51.80 |
| 2018-09-30 | $164k | 2.3k | 71.74 |
| 2018-06-30 | $160k | 2.4k | 67.06 |
| 2018-03-31 | $154k | 2.3k | 67.37 |
| 2017-12-31 | $180k | 2.4k | 74.35 |
| 2017-09-30 | $170k | 2.3k | 72.81 |
| 2017-06-30 | $158k | 2.4k | 66.81 |
| 2017-03-31 | $142k | 2.4k | 59.51 |
| 2016-12-31 | $142k | 2.4k | 59.51 |
| 2016-09-30 | $126k | 2.7k | 47.37 |
| 2016-06-30 | $114k | 2.7k | 42.47 |
| 2016-03-31 | $114k | 2.7k | 41.71 |
| 2015-12-31 | $142k | 2.8k | 51.64 |
| 2015-09-30 | $136k | 2.8k | 49.45 |
| 2015-06-30 | $180k | 3.3k | 55.27 |
| 2015-03-31 | $182k | 3.5k | 51.53 |
| 2014-12-31 | $207k | 3.8k | 54.22 |
| 2014-09-30 | $179k | 3.5k | 51.85 |
| 2014-06-30 | $149k | 3.2k | 47.24 |
| 2013-12-31 | $308k | 5.9k | 52.17 |
| 2013-09-30 | $259k | 5.3k | 48.43 |