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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Quarterly reported holdings in Citigroup by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $913k | 9.0k | 101.50 |
| 2025-06-30 | $3.7M | 44k | 85.12 |
| 2025-03-31 | $3.3M | 46k | 70.99 |
| 2024-12-31 | $4.6M | 65k | 70.39 |
| 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 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors