A detailed history of Marcum Wealth, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 5,005 shares of C stock, worth $345,094. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,005
Previous 5,461 8.35%
Holding current value
$345,094
Previous $346,000 9.54%
% of portfolio
0.03%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$56.11 - $67.61 $25,586 - $30,830
-456 Reduced 8.35%
5,005 $313,000
Q2 2024

Jul 02, 2024

BUY
$57.02 - $64.74 $1,596 - $1,812
28 Added 0.52%
5,461 $346,000
Q1 2024

Apr 10, 2024

BUY
$51.11 - $63.24 $12,879 - $15,936
252 Added 4.86%
5,433 $343,000
Q4 2023

Jan 10, 2024

BUY
$38.24 - $51.52 $3,518 - $4,739
92 Added 1.81%
5,181 $266,000
Q3 2023

Oct 10, 2023

SELL
$40.22 - $47.88 $44,885 - $53,434
-1,116 Reduced 17.99%
5,089 $209,000
Q2 2023

Jul 13, 2023

BUY
$44.23 - $50.4 $4,201 - $4,788
95 Added 1.55%
6,205 $285,000
Q1 2023

Apr 19, 2023

BUY
$43.11 - $52.35 $263,402 - $319,858
6,110 New
6,110 $286,000
Q3 2022

Oct 11, 2022

BUY
$27.25 - $52.59 $9,237 - $17,828
339 Added 5.08%
7,013 $292,000
Q2 2022

Jul 14, 2022

BUY
$45.69 - $54.09 $13,524 - $16,010
296 Added 4.64%
6,674 $307,000
Q1 2022

Apr 20, 2022

BUY
$53.4 - $67.84 $69,259 - $87,988
1,297 Added 25.53%
6,378 $341,000
Q4 2021

Feb 01, 2022

SELL
$58.28 - $72.53 $107,176 - $133,382
-1,839 Reduced 26.58%
5,081 $307,000
Q3 2021

Nov 08, 2021

BUY
$65.08 - $74.3 $6,247 - $7,132
96 Added 1.41%
6,920 $486,000
Q2 2021

Aug 10, 2021

SELL
$67.61 - $79.86 $1,825 - $2,156
-27 Reduced 0.39%
6,824 $483,000
Q1 2021

May 11, 2021

BUY
$57.99 - $75.18 $181,972 - $235,914
3,138 Added 84.51%
6,851 $498,000
Q4 2020

Feb 09, 2021

BUY
$41.13 - $61.66 $152,715 - $228,943
3,713 New
3,713 $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 $134B
  • 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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