Concord Wealth Partners Citigroup Inc Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Citigroup Inc stock. As of the latest transaction made, Concord Wealth Partners holds 12,201 shares of C stock, worth $952,044. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,201
Previous 12,698 3.91%
Holding current value
$952,044
Previous $893,000 3.02%
% of portfolio
0.14%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$67.23 - $84.63 $33,413 - $42,061
-497 Reduced 3.91%
12,201 $866,000
Q4 2024

Jan 23, 2025
BUY
$61.31 - $72.5 $98,463 - $116,435
1,606 Added 14.48%
12,698 $893,000
Q3 2024

Oct 24, 2024
BUY
$56.11 - $67.61 $23,566 - $28,396
420 Added 3.94%
11,092 $694,000
Q2 2024

Jul 31, 2024
SELL
$57.02 - $64.74 $49,151 - $55,805
-862 Reduced 7.47%
10,672 $677,000
Q1 2024

Apr 30, 2024
BUY
$51.11 - $63.24 $86,171 - $106,622
1,686 Added 17.12%
11,534 $729,000
Q4 2023

Apr 30, 2024
SELL
$38.24 - $51.52 $723,347 - $974,552
-18,916 Reduced 65.76%
9,848 $506,000
Q4 2023

Feb 05, 2024
SELL
$38.24 - $51.52 $723,347 - $974,552
-18,916 Reduced 65.76%
9,848 $506,000
Q3 2023

Apr 30, 2024
BUY
$40.22 - $47.88 $760,801 - $905,698
18,916 Added 192.08%
28,764 $1.18 Million
Q3 2023

Oct 25, 2023
BUY
$40.22 - $47.88 $249,243 - $296,712
6,197 Added 27.46%
28,764 $1.18 Million
Q2 2023

Aug 07, 2023
BUY
$44.23 - $50.4 $393,072 - $447,904
8,887 Added 64.96%
22,567 $1.04 Million
Q1 2023

Apr 26, 2023
BUY
$43.11 - $52.35 $218,309 - $265,100
5,064 Added 58.77%
13,680 $641,000
Q4 2022

Jan 27, 2023
SELL
$40.3 - $50.19 $290,522 - $361,819
-7,209 Reduced 45.55%
8,616 $389,000
Q3 2022

Nov 10, 2022
SELL
$27.25 - $52.59 $11,199 - $21,614
-411 Reduced 2.53%
15,825 $659,000
Q2 2022

Aug 04, 2022
BUY
$45.69 - $54.09 $15,443 - $18,282
338 Added 2.13%
16,236 $747,000
Q1 2022

Apr 20, 2022
BUY
$53.4 - $67.84 $97,722 - $124,147
1,830 Added 13.01%
15,898 $849,000
Q4 2021

Jan 21, 2022
BUY
$58.28 - $72.53 $463,675 - $577,048
7,956 Added 130.17%
14,068 $850,000
Q3 2021

Nov 09, 2021
SELL
$65.08 - $74.3 $394,449 - $450,332
-6,061 Reduced 49.79%
6,112 $429,000
Q2 2021

Jul 29, 2021
BUY
$67.61 - $79.86 $111,962 - $132,248
1,656 Added 15.75%
12,173 $861,000
Q1 2021

May 13, 2021
BUY
$57.99 - $75.18 $397,927 - $515,885
6,862 Added 187.74%
10,517 $765,000
Q4 2020

Feb 16, 2021
BUY
$41.13 - $61.66 $150,330 - $225,367
3,655 New
3,655 $225,000

Others Institutions Holding C

# of Institutions
2,327
Shares Held
1.39B
Call Options Held
72.5M
Put Options Held
72.4M
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 $151B
  • 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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