Citigroup shares owned by SOA Wealth Advisors
Historical chart of SOA Wealth Advisors investment in Citigroup
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All positions including Citigroup held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $150k | 1.3k | 116.70 |
| 2025-09-30 | $138k | 1.4k | 101.48 |
| 2025-06-30 | $115k | 1.4k | 85.14 |
| 2025-03-31 | $94k | 1.3k | 71.01 |
| 2024-12-31 | $93k | 1.3k | 70.37 |
| 2024-09-30 | $83k | 1.3k | 62.58 |
| 2024-06-30 | $84k | 1.3k | 63.47 |
| 2024-03-31 | $83k | 1.3k | 63.24 |
| 2023-12-31 | $68k | 1.3k | 51.42 |
| 2023-09-30 | $62k | 1.5k | 41.14 |
| 2023-06-30 | $69k | 1.5k | 46.05 |
| 2023-03-31 | $70k | 1.5k | 46.90 |
| 2022-12-31 | $67k | 1.5k | 45.23 |
| 2022-09-30 | $61k | 1.5k | 41.19 |
| 2022-06-30 | $43k | 936 | 45.94 |
| 2022-03-31 | $66k | 1.2k | 53.35 |
| 2021-12-31 | $74k | 1.2k | 60.06 |
| 2021-09-30 | $106k | 1.5k | 69.83 |
| 2021-06-30 | $81k | 1.2k | 70.07 |
| 2021-03-31 | $75k | 1.0k | 72.67 |
| 2020-12-31 | $66k | 1.0k | 63.40 |