Citigroup shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 15k | 116.69 |
| 2025-09-30 | $1.2M | 12k | 101.50 |
| 2025-06-30 | $920k | 11k | 85.12 |
| 2025-03-31 | $805k | 11k | 70.96 |
| 2024-12-31 | $791k | 11k | 70.39 |
| 2024-09-30 | $1.9M | 31k | 62.56 |
| 2024-06-30 | $1.6M | 25k | 63.46 |
| 2024-03-31 | $1.9M | 30k | 63.24 |
| 2023-12-31 | $1.7M | 33k | 51.44 |