A detailed history of Bergan Kdv Wealth Management, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 246 shares of C stock, worth $15,857. This represents 0.0% of its overall portfolio holdings.

Number of Shares
246
Previous 441 44.22%
Holding current value
$15,857
Previous $20,000 45.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$44.23 - $50.4 $8,624 - $9,828
-195 Reduced 44.22%
246 $11,000
Q1 2023

Apr 27, 2023

BUY
$43.11 - $52.35 $301 - $366
7 Added 1.61%
441 $20,000
Q4 2022

Jan 31, 2023

SELL
$40.3 - $50.19 $725 - $903
-18 Reduced 3.98%
434 $19,000
Q3 2022

Oct 24, 2022

SELL
$27.25 - $52.59 $3,188 - $6,153
-117 Reduced 20.56%
452 $19,000
Q2 2022

Jul 13, 2022

BUY
$45.69 - $54.09 $91 - $108
2 Added 0.35%
569 $26,000
Q1 2022

May 09, 2022

SELL
$53.4 - $67.84 $1,602 - $2,035
-30 Reduced 5.03%
567 $30,000
Q4 2021

Jan 28, 2022

BUY
$58.28 - $72.53 $1,923 - $2,393
33 Added 5.85%
597 $36,000
Q3 2021

Nov 12, 2021

BUY
$65.08 - $74.3 $6,117 - $6,984
94 Added 20.0%
564 $40,000
Q2 2021

Aug 10, 2021

BUY
$67.61 - $79.86 $1,081 - $1,277
16 Added 3.52%
470 $33,000
Q1 2021

May 11, 2021

SELL
$57.99 - $75.18 $20,644 - $26,764
-356 Reduced 43.95%
454 $33,000
Q4 2020

Feb 04, 2021

SELL
$41.13 - $61.66 $22,539 - $33,789
-548 Reduced 40.35%
810 $50,000
Q3 2020

Nov 05, 2020

SELL
$41.85 - $53.76 $5,231 - $6,720
-125 Reduced 8.43%
1,358 $59,000
Q2 2020

Aug 13, 2020

SELL
$37.49 - $61.24 $4,798 - $7,838
-128 Reduced 7.95%
1,483 $76,000
Q1 2020

Apr 24, 2020

BUY
$35.39 - $81.91 $1,309 - $3,030
37 Added 2.35%
1,611 $68,000
Q4 2019

Feb 10, 2020

BUY
$66.26 - $79.89 $17,360 - $20,931
262 Added 19.97%
1,574 $126,000
Q4 2018

Feb 01, 2019

BUY
$49.26 - $72.62 $4,778 - $7,044
97 Added 7.98%
1,312 $68,000
Q2 2018

Jul 23, 2018

BUY
$65.46 - $72.86 $79,533 - $88,524
1,215 New
1,215 $81,000

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 $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...
More about C
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