Citigroup shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 5.5k | 98.71 |
| 2025-03-31 | $226k | 3.2k | 70.99 |
| 2024-12-31 | $253k | 3.2k | 79.61 |
| 2021-09-30 | $274k | 3.9k | 70.26 |
| 2018-09-30 | $228k | 3.3k | 69.13 |
| 2018-06-30 | $375k | 5.6k | 67.52 |
| 2018-03-31 | $404k | 6.0k | 67.57 |
| 2017-12-31 | $470k | 6.3k | 74.36 |
| 2017-09-30 | $433k | 6.0k | 72.75 |
| 2017-06-30 | $436k | 6.5k | 66.87 |
| 2017-03-31 | $396k | 6.6k | 59.82 |
| 2016-12-31 | $395k | 6.7k | 59.37 |
| 2016-09-30 | $298k | 6.3k | 47.15 |
| 2016-06-30 | $276k | 6.5k | 42.38 |
| 2016-03-31 | $288k | 6.9k | 41.76 |
| 2015-12-31 | $352k | 6.8k | 51.76 |
| 2015-09-30 | $21k | 425 | 49.41 |
| 2015-06-30 | $26k | 477 | 54.51 |
| 2015-03-31 | $26k | 477 | 54.51 |
| 2014-12-31 | $26k | 477 | 54.51 |
More positions owned by Summit Financial Wealth Advisors
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