A detailed history of Ep Wealth Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 36,395 shares of C stock, worth $2.58 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,395
Previous 17,342 109.87%
Holding current value
$2.58 Million
Previous $1.1 Million 107.09%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$56.11 - $67.61 $1.07 Million - $1.29 Million
19,053 Added 109.87%
36,395 $2.28 Million
Q2 2024

Aug 19, 2024

BUY
$57.02 - $64.74 $188,907 - $214,483
3,313 Added 23.62%
17,342 $1.1 Million
Q1 2024

May 14, 2024

BUY
$51.11 - $63.24 $128,286 - $158,732
2,510 Added 21.79%
14,029 $887,000
Q4 2023

Feb 28, 2024

SELL
$38.24 - $51.52 $69,902 - $94,178
-1,828 Reduced 13.7%
11,519 $592,000
Q3 2023

Nov 22, 2023

BUY
$40.22 - $47.88 $264,164 - $314,475
6,568 Added 96.89%
13,347 $548,000
Q2 2023

Aug 14, 2023

SELL
$44.23 - $50.4 $156,485 - $178,315
-3,538 Reduced 34.29%
6,779 $312,000
Q1 2023

Jun 05, 2023

SELL
$43.11 - $52.35 $110,922 - $134,696
-2,573 Reduced 19.96%
10,317 $483,000
Q4 2022

Jun 12, 2023

BUY
$40.3 - $50.19 $91,763 - $114,282
2,277 Added 22.07%
12,594 $569,000
Q3 2022

Dec 02, 2022

BUY
$27.25 - $52.59 $91,723 - $177,017
3,366 Added 35.34%
12,890 $537,000
Q2 2022

Aug 11, 2022

SELL
$45.69 - $54.09 $70,956 - $84,001
-1,553 Reduced 14.02%
9,524 $438,000
Q1 2022

May 20, 2022

SELL
$53.4 - $67.84 $31,185 - $39,618
-584 Reduced 5.01%
11,077 $591,000
Q4 2021

Feb 17, 2022

BUY
$58.28 - $72.53 $22,845 - $28,431
392 Added 3.48%
11,661 $704,000
Q3 2021

Nov 23, 2021

BUY
$65.08 - $74.3 $221,467 - $252,842
3,403 Added 43.26%
11,269 $791,000
Q3 2021

Nov 16, 2021

SELL
$65.08 - $74.3 $302,361 - $345,197
-4,646 Reduced 37.13%
7,866 $791,000
Q2 2021

Aug 24, 2021

BUY
$67.61 - $79.86 $144,414 - $170,580
2,136 Added 20.59%
12,512 $885,000
Q1 2021

May 17, 2021

BUY
$57.99 - $75.18 $152,397 - $197,573
2,628 Added 33.92%
10,376 $755,000
Q4 2020

Feb 18, 2021

BUY
$41.13 - $61.66 $318,675 - $477,741
7,748 New
7,748 $478,000
Q3 2020

Nov 17, 2020

SELL
$41.85 - $53.76 $304,919 - $391,695
-7,286 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$37.49 - $61.24 $35,840 - $58,545
-956 Reduced 11.6%
7,286 $372,000
Q1 2020

May 18, 2020

BUY
$35.39 - $81.91 $123,015 - $284,719
3,476 Added 72.93%
8,242 $347,000
Q4 2019

Feb 14, 2020

SELL
$66.26 - $79.89 $1 Million - $1.21 Million
-15,110 Reduced 76.02%
4,766 $381,000
Q3 2019

Nov 18, 2019

BUY
$61.32 - $73.01 $977,195 - $1.16 Million
15,936 Added 404.47%
19,876 $1.37 Million
Q2 2019

Aug 27, 2019

BUY
$62.15 - $71.03 $244,871 - $279,858
3,940 New
3,940 $276,000
Q1 2019

May 20, 2019

SELL
$52.56 - $65.93 $306,162 - $384,042
-5,825 Closed
0 $0
Q4 2018

Feb 19, 2019

SELL
$49.26 - $72.62 $25,122 - $37,036
-510 Reduced 8.05%
5,825 $303,000
Q3 2018

Nov 15, 2018

BUY
$66.06 - $74.79 $28,736 - $32,533
435 Added 7.37%
6,335 $454,000
Q2 2018

Aug 14, 2018

BUY
$65.46 - $72.86 $386,213 - $429,874
5,900 New
5,900 $395,000

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 $138B
  • 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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