Citigroup shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 29k | 116.69 |
| 2025-09-30 | $2.9M | 28k | 101.50 |
| 2025-06-30 | $2.6M | 31k | 85.12 |
| 2025-03-31 | $2.0M | 28k | 71.06 |
| 2024-12-31 | $1.8M | 26k | 70.21 |
| 2024-09-30 | $900k | 14k | 62.69 |
| 2024-06-30 | $893k | 14k | 63.11 |
| 2024-03-31 | $874k | 14k | 63.23 |