A detailed history of Beta Wealth Group, Inc. transactions in Citigroup Inc stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,621 shares of C stock, worth $602,090. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,621
Previous 8,215 4.94%
Holding current value
$602,090
Previous $521,000 3.45%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Nov 01, 2024

BUY
$56.11 - $67.61 $22,780 - $27,449
406 Added 4.94%
8,621 $539,000
Q2 2024

Aug 12, 2024

BUY
$57.02 - $64.74 $22,636 - $25,701
397 Added 5.08%
8,215 $521,000
Q1 2024

May 14, 2024

BUY
$51.11 - $63.24 $5,468 - $6,766
107 Added 1.39%
7,818 $494,000
Q4 2023

Feb 09, 2024

BUY
$38.24 - $51.52 $34,645 - $46,677
906 Added 13.31%
7,711 $396,000
Q3 2023

Nov 13, 2023

BUY
$40.22 - $47.88 $12,267 - $14,603
305 Added 4.69%
6,805 $279,000
Q2 2023

Aug 11, 2023

BUY
$44.23 - $50.4 $30,960 - $35,280
700 Added 12.07%
6,500 $299,000
Q1 2023

May 09, 2023

BUY
$43.11 - $52.35 $21,555 - $26,175
500 Added 9.43%
5,800 $271,000
Q4 2022

Feb 10, 2023

BUY
$40.3 - $50.19 $12,090 - $15,057
300 Added 6.0%
5,300 $239,000
Q3 2022

Nov 01, 2022

BUY
$27.25 - $52.59 $5,450 - $10,518
200 Added 4.17%
5,000 $208,000
Q2 2022

Aug 05, 2022

BUY
$45.69 - $54.09 $13,707 - $16,227
300 Added 6.67%
4,800 $221,000
Q1 2022

May 12, 2022

BUY
$53.4 - $67.84 $85,440 - $108,544
1,600 Added 55.17%
4,500 $240,000
Q3 2021

Nov 12, 2021

SELL
$65.08 - $74.3 $6,508 - $7,430
-100 Reduced 3.33%
2,900 $203,000
Q2 2021

Aug 16, 2021

BUY
$67.61 - $79.86 $202,830 - $239,580
3,000 New
3,000 $213,000

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 $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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