Citigroup shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 77k | 101.50 |
| 2025-06-30 | $6.0M | 71k | 85.12 |
| 2024-09-30 | $2.0M | 33k | 62.60 |
| 2024-06-30 | $2.2M | 35k | 63.46 |
| 2024-03-31 | $1.1M | 18k | 63.24 |
| 2023-12-31 | $759k | 15k | 51.44 |
| 2023-09-30 | $452k | 11k | 41.13 |
| 2023-06-30 | $656k | 14k | 46.04 |
| 2023-03-31 | $568k | 12k | 46.89 |
| 2022-12-31 | $391k | 8.6k | 45.23 |
| 2022-09-30 | $434k | 10k | 41.71 |
| 2022-06-30 | $665k | 14k | 46.02 |
| 2022-03-31 | $393k | 7.4k | 53.40 |
| 2021-12-31 | $409k | 6.8k | 60.42 |
| 2021-09-30 | $512k | 7.3k | 70.20 |
| 2021-06-30 | $500k | 7.1k | 70.78 |
| 2021-03-31 | $442k | 6.1k | 72.83 |
| 2020-12-31 | $330k | 5.4k | 61.62 |
| 2020-09-30 | $336k | 6.9k | 48.80 |
| 2020-06-30 | $240k | 4.7k | 51.12 |
| 2018-03-31 | $1.1M | 1.1M | 1.00 |
| 2017-12-31 | $1.4M | 18k | 78.38 |