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Citigroup shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Citigroup

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All positions including Citigroup held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 85k 62.60
2024-06-30 $6.5M 102k 63.46
2024-03-31 $7.5M 118k 63.24
2023-09-30 $6.1M 148k 41.13
2023-06-30 $5.9M 129k 46.04
2023-03-31 $6.1M 130k 46.89
2022-12-31 $3.9M 86k 45.23
2022-09-30 $5.2M 125k 41.67
2022-06-30 $5.5M 121k 45.99
2022-03-31 $5.7M 107k 53.40
2021-12-31 $6.1M 101k 60.39
2021-09-30 $7.6M 108k 70.18
2021-06-30 $7.6M 108k 70.75
2021-03-31 $7.9M 109k 72.75
2020-12-31 $7.1M 115k 61.66
2020-09-30 $5.2M 120k 43.11
2020-06-30 $5.3M 104k 51.10
2020-03-31 $4.3M 103k 42.12
2019-12-31 $7.8M 105k 74.41
2019-09-30 $8.0M 106k 75.07
2019-06-30 $7.2M 111k 65.14
2019-03-31 $7.0M 112k 62.22
2018-12-31 $7.2M 118k 61.61
2018-09-30 $7.8M 115k 68.26
2018-06-30 $728k 11k 66.94
2018-03-31 $781k 12k 67.53