Avantax Advisory Services, Inc. Citigroup Inc Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Citigroup Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 40,862 shares of C stock, worth $2.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

40,862

Previous 43,209 5.43%

Holding current value

$2.63 Million

Previous $2.22 Million 16.29%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$51.11 - $63.24 $119,955 - $148,424	-2,347 Reduced 5.43%	40,862 $2.58 Million
Q4 2023 Feb 07, 2024	SELL	$38.24 - $51.52 $271,236 - $365,431	-7,093 Reduced 14.1%	43,209 $2.22 Million
Q3 2023 Nov 07, 2023	SELL	$40.22 - $47.88 $71,430 - $85,034	-1,776 Reduced 3.41%	50,302 $2.07 Million
Q2 2023 Aug 11, 2023	SELL	$44.23 - $50.4 $41,930 - $47,779	-948 Reduced 1.79%	52,078 $2.4 Million
Q1 2023 Apr 28, 2023	BUY	$43.11 - $52.35 $88,979 - $108,050	2,064 Added 4.05%	53,026 $2.49 Million

Q4 2022 Feb 13, 2023	SELL	$40.3 - $50.19 $57,709 - $71,872	-1,432 Reduced 2.73%	50,962 $2.31 Million
Q3 2022 Nov 01, 2022	BUY	$27.25 - $52.59 $15,423 - $29,765	566 Added 1.09%	52,394 $2.18 Million
Q2 2022 Aug 02, 2022	BUY	$45.69 - $54.09 $240,146 - $284,297	5,256 Added 11.29%	51,828 $2.38 Million
Q1 2022 Apr 27, 2022	BUY	$53.4 - $67.84 $282,165 - $358,466	5,284 Added 12.8%	46,572 $2.49 Million
Q4 2021 Jan 24, 2022	BUY	$58.28 - $72.53 $17,891 - $22,266	307 Added 0.75%	41,288 $2.49 Million
Q3 2021 Oct 21, 2021	BUY	$65.08 - $74.3 $288,759 - $329,669	4,437 Added 12.14%	40,981 $2.88 Million
Q2 2021 Jul 29, 2021	BUY	$67.61 - $79.86 $289,506 - $341,960	4,282 Added 13.27%	36,544 $2.58 Million
Q1 2021 May 13, 2021	BUY	$57.99 - $75.18 $274,002 - $355,225	4,725 Added 17.16%	32,262 $2.35 Million
Q4 2020 Jan 22, 2021	SELL	$41.13 - $61.66 $1.51 Million - $2.27 Million	-36,767 Reduced 57.18%	27,537 $1.69 Million
Q3 2020 Oct 14, 2020	BUY	$41.85 - $53.76 $1.89 Million - $2.43 Million	45,187 Added 236.37%	64,304 $2.77 Million
Q2 2020 Aug 06, 2020	BUY	$37.49 - $61.24 $134,889 - $220,341	3,598 Added 23.18%	19,117 $981,000
Q1 2020 Apr 30, 2020	SELL	$35.39 - $81.91 $71,240 - $164,884	-2,013 Reduced 11.48%	15,519 $650,000
Q4 2019 Feb 14, 2020	BUY	$66.26 - $79.89 $611,579 - $737,384	9,230 Added 111.18%	17,532 $1.4 Million
Q3 2019 Nov 08, 2019	BUY	$61.32 - $73.01 $53,164 - $63,299	867 Added 11.66%	8,302 $570,000
Q2 2019 Aug 06, 2019	SELL	$62.15 - $71.03 $32,380 - $37,006	-521 Reduced 6.55%	7,435 $521,000
Q1 2019 May 13, 2019	BUY	$52.56 - $65.93 $87,407 - $109,641	1,663 Added 26.43%	7,956 $495,000
Q4 2018 Feb 13, 2019	BUY	$49.26 - $72.62 $309,993 - $456,997	6,293 New	6,293 $324,000

Others Institutions Holding C

# of Institutions

1,965

Shares Held

1.33B

Call Options Held

74.4M

Put Options Held

81.1M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $125B
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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Avantax Advisory Services, Inc. Citigroup Inc Transaction History