A detailed history of Aspen Wealth Strategies, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 3,446 shares of C stock, worth $203,624. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,446
Holding current value
$203,624
% of portfolio
0.16%

Shares

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

Jul 19, 2024

BUY
$57.02 - $64.74 $196,490 - $223,094
3,446 New
3,446 $233 Million
Q4 2023

Jan 30, 2024

SELL
$38.24 - $51.52 $41,605 - $56,053
-1,088 Reduced 13.69%
6,859 $353 Million
Q3 2023

Nov 01, 2023

SELL
$40.22 - $47.88 $405,940 - $483,252
-10,093 Reduced 55.95%
7,947 $327 Million
Q2 2023

Aug 02, 2023

BUY
$44.23 - $50.4 $410,365 - $467,611
9,278 Added 105.89%
18,040 $831 Million
Q1 2023

May 11, 2023

BUY
$43.11 - $52.35 $377,729 - $458,690
8,762 New
8,762 $411 Million
Q4 2022

May 15, 2023

SELL
$40.3 - $50.19 $44,209 - $55,058
-1,097 Reduced 12.52%
7,665 $347 Million

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 $114B
  • 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 Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, 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 Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.