Cfm Wealth Partners LLC Citigroup Inc Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Citigroup Inc stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 4,099 shares of C stock, worth $236,389. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,099

Previous 4,899 16.33%

Holding current value

$236,389

Previous $309,000 15.86%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$57.02 - $64.74 $45,616 - $51,791	-800 Reduced 16.33%	4,099 $260,000
Q1 2024 Apr 15, 2024	SELL	$51.11 - $63.24 $10,222 - $12,648	-200 Reduced 3.92%	4,899 $309,000
Q4 2023 Jan 11, 2024	SELL	$38.24 - $51.52 $11,127 - $14,992	-291 Reduced 5.4%	5,099 $262,000
Q3 2023 Oct 11, 2023	SELL	$40.22 - $47.88 $7,400 - $8,809	-184 Reduced 3.3%	5,390 $221,000
Q2 2023 Jul 14, 2023	SELL	$44.23 - $50.4 $18,532 - $21,117	-419 Reduced 6.99%	5,574 $256,000
Q1 2023 Apr 12, 2023	BUY	$43.11 - $52.35 $258,358 - $313,733	5,993 New	5,993 $281,000
Q4 2022 Jan 19, 2023	SELL	$40.3 - $50.19 $1,289 - $1,606	-32 Reduced 0.62%	5,103 $231 Million
Q3 2022 Oct 17, 2022	SELL	$27.25 - $52.59 $5,450 - $10,518	-200 Reduced 3.75%	5,135 $214,000
Q2 2022 Jul 12, 2022	SELL	$45.69 - $54.09 $4,706 - $5,571	-103 Reduced 1.89%	5,335 $245,000
Q1 2022 Apr 14, 2022	BUY	$53.4 - $67.84 $37,380 - $47,488	700 Added 14.77%	5,438 $290,000
Q4 2021 Jan 21, 2022	SELL	$58.28 - $72.53 $5,828 - $7,253	-100 Reduced 2.07%	4,738 $299,000
Q3 2021 Oct 25, 2021	BUY	$65.08 - $74.3 $22,973 - $26,227	353 Added 7.87%	4,838 $339,000
Q1 2021 May 17, 2021	SELL	$57.99 - $75.18 $59,439 - $77,059	-1,025 Reduced 18.6%	4,485 $326,000
Q4 2020 Feb 10, 2021	SELL	$41.13 - $61.66 $83,699 - $125,478	-2,035 Reduced 26.97%	5,510 $340,000
Q3 2020 Nov 10, 2020	BUY	$41.85 - $53.76 $8,160 - $10,483	195 Added 2.65%	7,545 $325,000
Q2 2020 Aug 14, 2020	SELL	$37.49 - $61.24 $4,386 - $7,165	-117 Reduced 1.57%	7,350 $375,000
Q1 2020 May 12, 2020	BUY	$35.39 - $81.91 $35,142 - $81,336	993 Added 15.34%	7,467 $315,000
Q4 2019 Jan 30, 2020	BUY	$66.26 - $79.89 $428,967 - $517,207	6,474 New	6,474 $524,000

Others Institutions Holding C

# of Institutions

1,998

Shares Held

1.36B

Call Options Held

70.6M

Put Options Held

77.3M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $112B
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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Cfm Wealth Partners LLC Citigroup Inc Transaction History