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Citigroup shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Citigroup (C) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Citigroup

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All positions including Citigroup held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $46k 449 101.50
2025-06-30 $38k 449 85.12
2025-03-31 $32k 449 70.99
2024-12-31 $37k 449 81.72
2024-09-30 $31k 449 68.89