A detailed history of Ever Source Wealth Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,078 shares of C stock, worth $443,082. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,078
Previous 5,637 25.56%
Holding current value
$443,082
Previous $356,000 26.12%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$57.02 - $64.74 $82,165 - $93,290
1,441 Added 25.56%
7,078 $449,000
Q1 2024

Jun 11, 2024

BUY
$51.11 - $63.24 $72,422 - $89,611
1,417 Added 33.58%
5,637 $356,000
Q4 2023

Feb 09, 2024

BUY
$38.24 - $51.52 $24,014 - $32,354
628 Added 17.48%
4,220 $217,000
Q3 2023

Nov 03, 2023

SELL
$40.22 - $47.88 $63,426 - $75,506
-1,577 Reduced 30.51%
3,592 $147,000
Q2 2023

Aug 04, 2023

SELL
$44.23 - $50.4 $9,686 - $11,037
-219 Reduced 4.06%
5,169 $237,000
Q1 2023

May 11, 2023

SELL
$43.11 - $52.35 $6,337 - $7,695
-147 Reduced 2.66%
5,388 $252,000
Q4 2022

Feb 09, 2023

BUY
$40.3 - $50.19 $72,338 - $90,091
1,795 Added 47.99%
5,535 $250,000
Q3 2022

Nov 07, 2022

SELL
$27.25 - $52.59 $35,152 - $67,841
-1,290 Reduced 25.65%
3,740 $156,000
Q2 2022

Aug 01, 2022

BUY
$45.69 - $54.09 $93,847 - $111,100
2,054 Added 69.02%
5,030 $231,000
Q1 2022

May 25, 2022

BUY
$53.4 - $67.84 $15,913 - $20,216
298 Added 11.13%
2,976 $158,000
Q4 2021

Feb 07, 2022

BUY
$58.28 - $72.53 $156,073 - $194,235
2,678 New
2,678 $162,000

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 $121B
  • 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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