A detailed history of Kingswood Wealth Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,903 shares of C stock, worth $1.54 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,903
Previous 29,741 16.27%
Holding current value
$1.54 Million
Previous $1.88 Billion 15.98%
% of portfolio
0.14%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$57.02 - $64.74 $275,862 - $313,212
-4,838 Reduced 16.27%
24,903 $1.58 Billion
Q1 2024

Apr 15, 2024

SELL
$51.11 - $63.24 $159,923 - $197,877
-3,129 Reduced 9.52%
29,741 $1.88 Billion
Q4 2023

Jan 16, 2024

BUY
$38.24 - $51.52 $1.26 Million - $1.69 Million
32,870 New
32,870 $1.69 Billion

Others Institutions Holding C

About CITIGROUP INC


  • Ticker C
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,936,710,016
  • Market Cap $120B
  • Description
  • Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Grou...
More about C
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.