Crewe Advisors LLC Citigroup Inc Transaction History

Crewe Advisors LLC

$856 Million
Q1 2024

A detailed history of Crewe Advisors LLC transactions in Citigroup Inc stock. As of the latest transaction made, Crewe Advisors LLC holds 3,038 shares of C stock, worth $194,523. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,038

Holding current value

$194,523

% of portfolio

0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$51.11 - $63.24 $155,272 - $192,123	3,038 New	3,038 $192,000
Q2 2023 Jul 28, 2023	BUY	$44.23 - $50.4 $7,253 - $8,265	164 Added 4.15%	4,120 $189,000
Q1 2023 May 12, 2023	SELL	$43.11 - $52.35 $26,167 - $31,776	-607 Reduced 13.3%	3,956 $185,000
Q4 2022 Feb 07, 2023	SELL	$40.3 - $50.19 $18,900 - $23,539	-469 Reduced 9.32%	4,563 $206,000
Q3 2022 Nov 14, 2022	BUY	$27.25 - $52.59 $10,872 - $20,983	399 Added 8.61%	5,032 $210,000

Q2 2022 Aug 02, 2022	BUY	$45.69 - $54.09 $47,197 - $55,874	1,033 Added 28.69%	4,633 $213,000
Q1 2022 Apr 27, 2022	BUY	$53.4 - $67.84 $127,092 - $161,459	2,380 Added 195.08%	3,600 $192,000
Q4 2021 Feb 10, 2022	BUY	$58.28 - $72.53 $71,101 - $88,486	1,220 New	1,220 $74,000
Q3 2021 Oct 29, 2021	SELL	$65.08 - $74.3 $23,428 - $26,748	-360 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$41.85 - $53.76 $15,066 - $19,353	360 New	360 $16,000

Others Institutions Holding C

# of Institutions

1,966

Shares Held

1.33B

Call Options Held

74.4M

Put Options Held

81.1M

Vanguard Group Inc Valley Forge, PA

167M
Shares

$10.7 Billion
0.21% of portfolio
Black Rock Inc. New York, NY

160M
Shares

$10.3 Billion
0.24% of portfolio
State Street Corp Boston, MA

82.1M
Shares

$5.26 Billion
0.24% of portfolio
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

55.2M
Shares

$3.54 Billion
1.07% of portfolio
Geode Capital Management, LLC Boston, MA

38.1M
Shares

$2.44 Billion
0.23% of portfolio

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $124B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account