Citigroup shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Citigroup (C) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Citigroup
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Quarterly reported holdings in Citigroup by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 19k | 116.69 |
| 2025-09-30 | $1.7M | 17k | 101.50 |
| 2025-06-30 | $1.4M | 17k | 85.12 |
| 2025-03-31 | $747k | 11k | 70.99 |
| 2021-03-31 | $360k | 5.0k | 72.68 |
| 2020-12-31 | $305k | 5.0k | 61.58 |
| 2020-09-30 | $223k | 5.0k | 45.02 |
| 2020-06-30 | $261k | 5.0k | 52.70 |
| 2020-03-31 | $225k | 5.0k | 45.43 |
| 2019-12-31 | $678k | 8.5k | 79.88 |
| 2019-09-30 | $579k | 8.4k | 69.03 |
| 2019-06-30 | $245k | 3.5k | 69.80 |
| 2019-03-31 | $252k | 4.1k | 62.07 |
| 2018-12-31 | $131k | 2.5k | 51.68 |
| 2018-09-30 | $227k | 3.2k | 71.50 |
| 2018-06-30 | $217k | 3.2k | 67.29 |
| 2018-03-31 | $217k | 3.2k | 67.29 |
| 2017-12-31 | $11k | 150 | 73.33 |
| 2017-09-30 | $10k | 150 | 66.67 |
| 2017-06-30 | $10k | 150 | 66.67 |
| 2017-03-31 | $9.0k | 150 | 59.82 |
| 2016-12-31 | $8.9k | 150 | 59.43 |
| 2016-09-30 | $7.1k | 150 | 47.23 |
| 2016-06-30 | $6.4k | 150 | 42.39 |
| 2016-03-31 | $6.3k | 150 | 41.75 |
| 2015-12-31 | $47k | 927 | 50.70 |