A detailed history of Jeppson Wealth Management, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 5,867 shares of C stock, worth $379,536. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,867
Previous 5,839 0.48%
Holding current value
$379,536
Previous $369,000 0.81%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 05, 2024

BUY
$57.02 - $64.74 $1,596 - $1,812
28 Added 0.48%
5,867 $372,000
Q1 2024

Apr 17, 2024

SELL
$51.11 - $63.24 $3,526 - $4,363
-69 Reduced 1.17%
5,839 $369,000
Q4 2023

Jan 11, 2024

SELL
$38.24 - $51.52 $1,414 - $1,906
-37 Reduced 0.62%
5,908 $303,000
Q3 2023

Oct 25, 2023

SELL
$40.22 - $47.88 $19,024 - $22,647
-473 Reduced 7.37%
5,945 $244,000
Q2 2023

Jul 31, 2023

BUY
$44.23 - $50.4 $2,698 - $3,074
61 Added 0.96%
6,418 $295,000
Q1 2023

Apr 27, 2023

BUY
$43.11 - $52.35 $1,379 - $1,675
32 Added 0.51%
6,357 $298,000
Q4 2022

Jan 27, 2023

SELL
$40.3 - $50.19 $47,030 - $58,571
-1,167 Reduced 15.58%
6,325 $0
Q3 2022

Oct 20, 2022

BUY
$27.25 - $52.59 $3,597 - $6,941
132 Added 1.79%
7,492 $312,000
Q2 2022

Aug 03, 2022

BUY
$45.69 - $54.09 $85,760 - $101,526
1,877 Added 34.23%
7,360 $338,000
Q1 2022

Apr 27, 2022

BUY
$53.4 - $67.84 $1,388 - $1,763
26 Added 0.48%
5,483 $292,000
Q4 2021

Jan 19, 2022

BUY
$58.28 - $72.53 $1,398 - $1,740
24 Added 0.44%
5,457 $330,000
Q3 2021

Nov 17, 2021

BUY
$65.08 - $74.3 $1,431 - $1,634
22 Added 0.41%
5,433 $381,000
Q2 2021

Jul 20, 2021

BUY
$67.61 - $79.86 $1,284 - $1,517
19 Added 0.35%
5,411 $382,000
Q1 2021

May 19, 2021

BUY
$57.99 - $75.18 $2,667 - $3,458
46 Added 0.86%
5,392 $392,000
Q4 2020

Mar 05, 2021

BUY
$41.13 - $61.66 $1,069 - $1,603
26 Added 0.49%
5,346 $330,000
Q3 2020

Nov 19, 2020

BUY
$41.85 - $53.76 $222,642 - $286,003
5,320 New
5,320 $229,000

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 $125B
  • 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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