Forvis Wealth Advisors, LLC Citigroup Inc Transaction History

Forvis Wealth Advisors, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 23, 2021	SELL	$57.99 - $75.18 $278,641 - $361,239	-4,805 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$41.13 - $61.66 $18.8 Million - $28.3 Million	-458,275 Reduced 98.96%	4,805 $296,000
Q3 2020 Nov 05, 2020	BUY	$41.85 - $53.76 $19.1 Million - $24.5 Million	456,069 Added 6505.05%	463,080 $867,000
Q2 2020 Jul 15, 2020	SELL	$37.49 - $61.24 $60,658 - $99,086	-1,618 Reduced 18.75%	7,011 $358,000
Q1 2020 Apr 10, 2020	SELL	$35.39 - $81.91 $23,994 - $55,534	-678 Reduced 7.28%	8,629 $363,000
Q4 2019 Jan 13, 2020	BUY	$66.26 - $79.89 $63,477 - $76,534	958 Added 11.47%	9,307 $744,000
Q3 2019 Oct 29, 2019	BUY	$61.32 - $73.01 $7,419 - $8,834	121 Added 1.47%	8,349 $577,000
Q2 2019 Jul 10, 2019	SELL	$62.15 - $71.03 $10,316 - $11,790	-166 Reduced 1.98%	8,228 $576,000
Q1 2019 Apr 10, 2019	BUY	$52.56 - $65.93 $17,082 - $21,427	325 Added 4.03%	8,394 $522,000
Q4 2018 Jan 15, 2019	SELL	$49.26 - $72.62 $71,771 - $105,807	-1,457 Reduced 15.29%	8,069 $420,000
Q3 2018 Oct 09, 2018	SELL	$66.06 - $74.79 $990 - $1,121	-15 Reduced 0.16%	9,526 $683,000
Q2 2018 Jul 13, 2018	SELL	$65.46 - $72.86 $239,190 - $266,230	-3,654 Reduced 27.69%	9,541 $638,000
Q1 2018 May 25, 2018	BUY	$67.5 - $80.08 $337 - $400	5 Added 0.04%	13,195 $891,000
Q1 2018 Apr 20, 2018	BUY	$67.5 - $80.08 $259,335 - $307,667	3,842 Added 41.1%	13,190 $910,000
Q4 2017 Jan 18, 2018	SELL	$71.33 - $77.1 $31,385 - $33,924	-440 Reduced 4.5%	9,348 $696,000
Q3 2017 Oct 13, 2017	BUY	$65.95 - $72.74 $645,518 - $711,979	9,788	9,788 $712,000

2,028

1.36B

73.2M

83.7M

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...

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