A detailed history of Congress Wealth Management LLC transactions in Citigroup Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 204,053 shares of C stock, worth $14.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
204,053
Previous 134,970 51.18%
Holding current value
$14.3 Million
Previous $8.57 Million 49.13%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Nov 12, 2024

BUY
$56.11 - $67.61 $3.88 Million - $4.67 Million
69,083 Added 51.18%
204,053 $12.8 Million
Q2 2024

Aug 13, 2024

BUY
$57.02 - $64.74 $3.69 Million - $4.19 Million
64,672 Added 92.0%
134,970 $8.57 Million
Q1 2024

Apr 18, 2024

SELL
$51.11 - $63.24 $330,937 - $409,479
-6,475 Reduced 8.43%
70,298 $4.45 Million
Q4 2023

Feb 09, 2024

BUY
$38.24 - $51.52 $76,441 - $102,988
1,999 Added 2.67%
76,773 $3.95 Million
Q3 2023

Oct 30, 2023

BUY
$40.22 - $47.88 $6,837 - $8,139
170 Added 0.23%
74,774 $3.08 Million
Q2 2023

Jul 13, 2023

BUY
$44.23 - $50.4 $5,396 - $6,148
122 Added 0.16%
74,604 $3.43 Million
Q1 2023

Apr 14, 2023

BUY
$43.11 - $52.35 $81,133 - $98,522
1,882 Added 2.59%
74,482 $3.49 Million
Q4 2022

Feb 02, 2023

SELL
$40.3 - $50.19 $109,333 - $136,165
-2,713 Reduced 3.6%
72,600 $3.28 Million
Q3 2022

Nov 08, 2022

BUY
$27.25 - $52.59 $272,500 - $525,900
10,000 Added 15.31%
75,313 $3.14 Million
Q2 2022

Aug 11, 2022

BUY
$45.69 - $54.09 $443,512 - $525,051
9,707 Added 17.46%
65,313 $3 Million
Q1 2022

May 16, 2022

SELL
$53.4 - $67.84 $156,248 - $198,499
-2,926 Reduced 5.0%
55,606 $2.97 Million
Q4 2021

Feb 04, 2022

BUY
$58.28 - $72.53 $3.41 Million - $4.25 Million
58,532 New
58,532 $3.54 Million

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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