Citigroup shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23k | 230 | 101.58 |
| 2025-06-30 | $19k | 223 | 85.21 |
| 2025-03-31 | $21k | 298 | 70.94 |
| 2024-12-31 | $19k | 268 | 70.46 |
| 2024-09-30 | $19k | 300 | 62.64 |
| 2024-06-30 | $17k | 268 | 63.50 |
| 2024-03-31 | $15k | 243 | 63.28 |