Legacy Financial Advisors, Inc. Citigroup Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Citigroup Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 3,437 shares of C stock, worth $251,794. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,437

Previous 4,089 15.95%

Holding current value

$251,794

Previous $259,000 16.99%

% of portfolio

0.04%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$56.11 - $67.61 $36,583 - $44,081	-652 Reduced 15.95%	3,437 $215,000
Q2 2024 Aug 13, 2024	BUY	$57.02 - $64.74 $10,377 - $11,782	182 Added 4.66%	4,089 $259,000
Q1 2024 May 14, 2024	SELL	$51.11 - $63.24 $2,095 - $2,592	-41 Reduced 1.04%	3,907 $247,000
Q4 2023 Feb 06, 2024	BUY	$38.24 - $51.52 $150,971 - $203,400	3,948 New	3,948 $203,000
Q2 2023 Aug 08, 2023	SELL	$44.23 - $50.4 $24,414 - $27,820	-552 Reduced 9.3%	5,382 $247,000
Q1 2023 May 03, 2023	BUY	$43.11 - $52.35 $255,814 - $310,644	5,934 New	5,934 $278,000
Q2 2022 Aug 08, 2022	SELL	$45.69 - $54.09 $206,061 - $243,945	-4,510 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$53.4 - $67.84 $52,599 - $66,822	985 Added 27.94%	4,510 $241,000
Q4 2021 Feb 04, 2022	SELL	$58.28 - $72.53 $25,235 - $31,405	-433 Reduced 10.94%	3,525 $213,000
Q3 2021 Oct 26, 2021	BUY	$65.08 - $74.3 $57,856 - $66,052	889 Added 28.97%	3,958 $278,000
Q2 2021 Jul 21, 2021	SELL	$67.61 - $79.86 $17,916 - $21,162	-265 Reduced 7.95%	3,069 $217,000
Q1 2021 Apr 28, 2021	BUY	$57.99 - $75.18 $193,338 - $250,650	3,334 New	3,334 $243,000
Q1 2020 May 12, 2020	SELL	$35.39 - $81.91 $178,153 - $412,334	-5,034 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$66.26 - $79.89 $2,849 - $3,435	-43 Reduced 0.85%	5,034 $402,000
Q3 2019 Nov 07, 2019	SELL	$61.32 - $73.01 $2,820 - $3,358	-46 Reduced 0.9%	5,077 $351,000
Q2 2019 Aug 07, 2019	SELL	$62.15 - $71.03 $18,582 - $21,237	-299 Reduced 5.51%	5,123 $359,000
Q1 2019 May 14, 2019	BUY	$52.56 - $65.93 $160,097 - $200,822	3,046 Added 128.2%	5,422 $337,000
Q4 2018 Jan 16, 2019	BUY	$49.26 - $72.62 $48,767 - $71,893	990 Added 71.43%	2,376 $124,000
Q3 2018 Oct 30, 2018	BUY	$66.06 - $74.79 $8,984 - $10,171	136 Added 10.88%	1,386 $99,000
Q2 2018 Jul 17, 2018	BUY	$65.46 - $72.86 $1,898 - $2,112	29 Added 2.38%	1,250 $84,000
Q1 2018 Apr 12, 2018	BUY	$67.5 - $80.08 $810 - $960	12 Added 0.99%	1,221 $86,000
Q4 2017 Feb 09, 2018	BUY	$71.33 - $77.1 $86,237 - $93,213	1,209	1,209 $89,000

Others Institutions Holding C

# of Institutions

2,032

Shares Held

1.35B

Call Options Held

73.2M

Put Options Held

83.7M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $142B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Citigroup Inc Transaction History