Citigroup shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citigroup by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $243k | 3.4k | 70.39 |
| 2024-09-30 | $215k | 3.4k | 62.60 |
| 2024-06-30 | $260k | 4.1k | 63.46 |
| 2024-03-31 | $247k | 3.9k | 63.24 |
| 2023-12-31 | $203k | 3.9k | 51.44 |
| 2023-06-30 | $248k | 5.4k | 46.04 |
| 2023-03-31 | $278k | 5.9k | 46.89 |
| 2022-03-31 | $241k | 4.5k | 53.44 |
| 2021-12-31 | $213k | 3.5k | 60.43 |
| 2021-09-30 | $278k | 4.0k | 70.24 |
| 2021-06-30 | $217k | 3.1k | 70.71 |
| 2021-03-31 | $243k | 3.3k | 72.89 |
| 2019-12-31 | $402k | 5.0k | 79.86 |
| 2019-09-30 | $351k | 5.1k | 69.14 |
| 2019-06-30 | $359k | 5.1k | 70.08 |
| 2019-03-31 | $337k | 5.4k | 62.15 |
| 2018-12-31 | $124k | 2.4k | 52.19 |
| 2018-09-30 | $99k | 1.4k | 71.43 |
| 2018-06-30 | $84k | 1.3k | 67.20 |
| 2018-03-31 | $86k | 1.2k | 70.43 |
| 2017-12-31 | $89k | 1.2k | 73.61 |