Citigroup shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citigroup by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $214k | 3.4k | 62.60 |
| 2024-06-30 | $218k | 3.4k | 63.46 |
| 2024-03-31 | $215k | 3.4k | 63.24 |
| 2021-03-31 | $201k | 2.8k | 72.77 |