9258 Wealth Management, LLC Citigroup Inc Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Citigroup Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 6,896 shares of C stock, worth $481,616. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,896

Previous 7,466 7.63%

Holding current value

$481,616

Previous $473,000 8.88%

% of portfolio

0.06%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$56.11 - $67.61 $31,982 - $38,537	-570 Reduced 7.63%	6,896 $431,000
Q2 2024 Aug 02, 2024	SELL	$57.02 - $64.74 $13,456 - $15,278	-236 Reduced 3.06%	7,466 $473,000
Q1 2024 May 03, 2024	BUY	$51.11 - $63.24 $38,076 - $47,113	745 Added 10.71%	7,702 $487,000
Q4 2023 Feb 06, 2024	SELL	$38.24 - $51.52 $11,395 - $15,352	-298 Reduced 4.11%	6,957 $357,000
Q3 2023 Nov 08, 2023	SELL	$40.22 - $47.88 $5,711 - $6,798	-142 Reduced 1.92%	7,255 $298,000
Q2 2023 Aug 08, 2023	BUY	$44.23 - $50.4 $4,821 - $5,493	109 Added 1.5%	7,397 $340,000
Q1 2023 May 03, 2023	SELL	$43.11 - $52.35 $22,891 - $27,797	-531 Reduced 6.79%	7,288 $341,000
Q4 2022 Feb 03, 2023	SELL	$40.3 - $50.19 $86,967 - $108,310	-2,158 Reduced 21.63%	7,819 $353,000
Q3 2022 Nov 08, 2022	BUY	$27.25 - $52.59 $7,248 - $13,988	266 Added 2.74%	9,977 $416,000
Q2 2022 Aug 04, 2022	SELL	$45.69 - $54.09 $2,101 - $2,488	-46 Reduced 0.47%	9,711 $447,000
Q1 2022 May 13, 2022	BUY	$53.4 - $67.84 $13,243 - $16,824	248 Added 2.61%	9,757 $521,000
Q4 2021 Feb 11, 2022	SELL	$58.28 - $72.53 $34,618 - $43,082	-594 Reduced 5.88%	9,509 $574,000
Q3 2021 Nov 12, 2021	BUY	$65.08 - $74.3 $455 - $520	7 Added 0.07%	10,103 $709,000
Q2 2021 Aug 13, 2021	SELL	$67.61 - $79.86 $2,298 - $2,715	-34 Reduced 0.34%	10,096 $714,000
Q1 2021 May 11, 2021	SELL	$57.99 - $75.18 $29,052 - $37,665	-501 Reduced 4.71%	10,130 $737,000
Q4 2020 Feb 10, 2021	SELL	$41.13 - $61.66 $1,809 - $2,713	-44 Reduced 0.41%	10,631 $656,000
Q3 2020 Nov 13, 2020	SELL	$41.85 - $53.76 $4,729 - $6,074	-113 Reduced 1.05%	10,675 $442,000
Q2 2020 Aug 13, 2020	SELL	$37.49 - $61.24 $3,449 - $5,634	-92 Reduced 0.85%	10,788 $551,000
Q1 2020 May 05, 2020	BUY	$35.39 - $81.91 $2,901 - $6,716	82 Added 0.76%	10,880 $507,000
Q4 2019 Feb 06, 2020	BUY	$66.26 - $79.89 $132,188 - $159,380	1,995 Added 22.66%	10,798 $863,000
Q3 2019 Nov 07, 2019	SELL	$61.32 - $73.01 $30,660 - $36,505	-500 Reduced 5.37%	8,803 $608,000
Q2 2019 Aug 07, 2019	SELL	$62.15 - $71.03 $21,566 - $24,647	-347 Reduced 3.6%	9,303 $652,000
Q1 2019 May 07, 2019	BUY	$52.56 - $65.93 $14,138 - $17,735	269 Added 2.87%	9,650 $600,000
Q4 2018 Feb 12, 2019	BUY	$49.26 - $72.62 $462,108 - $681,248	9,381 New	9,381 $488,000

Others Institutions Holding C

# of Institutions

2,028

Shares Held

1.36B

Call Options Held

73.2M

Put Options Held

83.7M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $135B
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...

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9258 Wealth Management, LLC Citigroup Inc Transaction History