Citigroup shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $987k | 9.7k | 101.51 |
| 2025-06-30 | $809k | 9.5k | 85.12 |
| 2025-03-31 | $678k | 9.5k | 70.99 |
| 2024-12-31 | $431k | 6.1k | 70.39 |
| 2024-09-30 | $384k | 6.1k | 62.60 |
| 2024-06-30 | $387k | 6.1k | 63.46 |
| 2024-03-31 | $382k | 6.0k | 63.24 |
| 2023-12-31 | $323k | 6.3k | 51.44 |
| 2023-09-30 | $398k | 9.7k | 41.13 |
| 2023-06-30 | $384k | 8.3k | 46.04 |
| 2023-03-31 | $473k | 10k | 46.89 |
| 2022-12-31 | $331k | 7.3k | 45.23 |
| 2022-09-30 | $544k | 13k | 41.68 |
| 2022-06-30 | $594k | 13k | 45.99 |
| 2022-03-31 | $517k | 9.7k | 53.46 |
| 2021-12-31 | $525k | 8.7k | 60.34 |
| 2021-09-30 | $652k | 9.3k | 70.12 |
| 2021-06-30 | $654k | 9.2k | 70.79 |
| 2021-03-31 | $541k | 7.4k | 72.79 |
| 2020-12-31 | $556k | 9.0k | 61.64 |
| 2020-09-30 | $336k | 7.8k | 43.10 |
| 2020-06-30 | $442k | 8.7k | 51.09 |
| 2020-03-31 | $286k | 6.8k | 42.18 |