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Citigroup shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $753k 4.9k 153.62
2025-03-31 $537k 7.6k 70.99
2024-12-31 $625k 8.9k 70.39