Heritage Wealth Management, LLC Citigroup Inc Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$40.3 - $50.19 $20,270 - $25,245	503 Added 140.11%	862 $38,000
Q3 2022 Nov 14, 2022	BUY	$27.25 - $52.59 $2,670 - $5,153	98 Added 37.55%	359 $15,000
Q2 2022 Aug 15, 2022	SELL	$45.69 - $54.09 $502 - $594	-11 Reduced 4.04%	261 $12,000
Q1 2022 Aug 15, 2022	BUY	$53.4 - $67.84 $2,029 - $2,577	38 Added 16.24%	272 $15,000
Q3 2021 Nov 10, 2021	SELL	$65.08 - $74.3 $3,254 - $3,715	-50 Reduced 17.61%	234 $16,000
Q1 2021 Jul 16, 2021	BUY	$57.99 - $75.18 $16,469 - $21,351	284 New	284 $21,000

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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