Citigroup shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $285k | 2.8k | 101.50 |
| 2025-06-30 | $222k | 2.6k | 85.12 |
| 2025-03-31 | $209k | 2.9k | 70.99 |