Avantax Planning Partners, Inc. Citigroup Inc Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Citigroup Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,787 shares of C stock, worth $264,484. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,787
Previous 4,469 15.26%
Holding current value
$264,484
Previous $283,000 16.25%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$56.11 - $67.61 $38,267 - $46,110
-682 Reduced 15.26%
3,787 $237,000
Q2 2024

Aug 09, 2024
SELL
$57.02 - $64.74 $3,364 - $3,819
-59 Reduced 1.3%
4,469 $283,000
Q1 2024

May 02, 2024
BUY
$51.11 - $63.24 $28,519 - $35,287
558 Added 14.06%
4,528 $286,000
Q4 2023

Feb 09, 2024
SELL
$38.24 - $51.52 $77,588 - $104,534
-2,029 Reduced 33.82%
3,970 $204,000
Q3 2023

Nov 03, 2023
SELL
$40.22 - $47.88 $301,609 - $359,052
-7,499 Reduced 55.56%
5,999 $246,000
Q2 2023

Jul 17, 2023
SELL
$44.23 - $50.4 $249,059 - $283,802
-5,631 Reduced 29.44%
13,498 $621,000
Q1 2023

Apr 20, 2023
SELL
$43.11 - $52.35 $1.25 Million - $1.52 Million
-29,046 Reduced 60.29%
19,129 $896,000
Q4 2022

Feb 09, 2023
BUY
$40.3 - $50.19 $3,707 - $4,617
92 Added 0.19%
48,175 $2.18 Million
Q3 2022

Oct 14, 2022
SELL
$27.25 - $52.59 $210,560 - $406,362
-7,727 Reduced 13.85%
48,083 $2 Million
Q2 2022

Jul 18, 2022
BUY
$45.69 - $54.09 $629,059 - $744,711
13,768 Added 32.75%
55,810 $2.57 Million
Q1 2022

May 09, 2022
BUY
$53.4 - $67.84 $690,515 - $877,239
12,931 Added 44.42%
42,042 $2.25 Million
Q4 2021

Jan 28, 2022
SELL
$58.28 - $72.53 $686,480 - $854,330
-11,779 Reduced 28.81%
29,111 $1.76 Million
Q3 2021

Oct 27, 2021
SELL
$65.08 - $74.3 $739,634 - $844,419
-11,365 Reduced 21.75%
40,890 $2.87 Million
Q2 2021

Aug 10, 2021
BUY
$67.61 - $79.86 $144,888 - $171,139
2,143 Added 4.28%
52,255 $3.7 Million
Q1 2021

May 06, 2021
SELL
$57.99 - $75.18 $201,689 - $261,476
-3,478 Reduced 6.49%
50,112 $3.65 Million
Q4 2020

Feb 04, 2021
SELL
$41.13 - $61.66 $503,348 - $754,595
-12,238 Reduced 18.59%
53,590 $3.3 Million
Q3 2020

Oct 28, 2020
BUY
$41.85 - $53.76 $123,708 - $158,914
2,956 Added 4.7%
65,828 $2.84 Million
Q2 2020

Jul 15, 2020
BUY
$37.49 - $61.24 $2.11 Million - $3.45 Million
56,353 Added 864.44%
62,872 $3.21 Million
Q1 2020

Apr 27, 2020
SELL
$35.39 - $81.91 $17,801 - $41,200
-503 Reduced 7.16%
6,519 $275,000
Q4 2019

Jan 15, 2020
BUY
$66.26 - $79.89 $26,702 - $32,195
403 Added 6.09%
7,022 $561,000
Q3 2019

Nov 08, 2019
BUY
$61.32 - $73.01 $23,301 - $27,743
380 Added 6.09%
6,619 $457,000
Q2 2019

Aug 07, 2019
BUY
$62.15 - $71.03 $1,180 - $1,349
19 Added 0.31%
6,239 $444,000
Q1 2019

May 08, 2019
BUY
$52.56 - $65.93 $3,574 - $4,483
68 Added 1.11%
6,220 $387,000
Q4 2018

Feb 14, 2019
BUY
$49.26 - $72.62 $52,609 - $77,558
1,068 Added 21.01%
6,152 $320,000
Q3 2018

Nov 13, 2018
BUY
$66.06 - $74.79 $8,521 - $9,647
129 Added 2.6%
5,084 $365,000
Q2 2018

Aug 13, 2018
SELL
$65.46 - $72.86 $902,104 - $1 Million
-13,781 Reduced 73.55%
4,955 $332,000
Q1 2018

May 15, 2018
SELL
$67.5 - $80.08 $6,480 - $7,687
-96 Reduced 0.51%
18,736 $1.27 Million
Q4 2017

Feb 09, 2018
SELL
$71.33 - $77.1 $794,116 - $858,354
-11,133 Reduced 37.15%
18,832 $1.4 Million
Q3 2017

Oct 19, 2017
BUY
$65.95 - $72.74 $1.98 Million - $2.18 Million
29,965
29,965 $2.18 Million

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

C Quotes by TradingView
  • 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...
More about C
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