A detailed history of Mount Yale Investment Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 84,504 shares of C stock, worth $6.03 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
84,504
Previous 102,237 17.34%
Holding current value
$6.03 Million
Previous $6.49 Million 18.47%
% of portfolio
0.51%
Previous 0.52%

Shares

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

Oct 23, 2024

SELL
$56.11 - $67.61 $994,998 - $1.2 Million
-17,733 Reduced 17.34%
84,504 $5.29 Million
Q2 2024

Aug 13, 2024

SELL
$57.02 - $64.74 $923,267 - $1.05 Million
-16,192 Reduced 13.67%
102,237 $6.49 Million
Q1 2024

May 15, 2024

SELL
$51.11 - $63.24 $549,074 - $679,387
-10,743 Reduced 8.32%
118,429 $7.49 Million
Q4 2023

Feb 12, 2024

SELL
$38.24 - $51.52 $720,709 - $970,997
-18,847 Reduced 12.73%
129,172 $6.64 Million
Q3 2023

Oct 11, 2023

BUY
$40.22 - $47.88 $756,779 - $900,910
18,816 Added 14.56%
148,019 $6.09 Million
Q2 2023

Aug 14, 2023

SELL
$44.23 - $50.4 $32,818 - $37,396
-742 Reduced 0.57%
129,203 $5.95 Million
Q1 2023

May 11, 2023

BUY
$43.11 - $52.35 $1.91 Million - $2.32 Million
44,338 Added 51.79%
129,945 $6.09 Million
Q4 2022

Feb 13, 2023

SELL
$40.3 - $50.19 $1.59 Million - $1.99 Million
-39,556 Reduced 31.6%
85,607 $3.87 Million
Q3 2022

Nov 07, 2022

BUY
$27.25 - $52.59 $126,821 - $244,753
4,654 Added 3.86%
125,163 $5.22 Million
Q2 2022

Aug 02, 2022

BUY
$45.69 - $54.09 $615,535 - $728,700
13,472 Added 12.59%
120,509 $5.54 Million
Q1 2022

May 03, 2022

BUY
$53.4 - $67.84 $299,841 - $380,921
5,615 Added 5.54%
107,037 $5.72 Million
Q4 2021

Feb 02, 2022

SELL
$58.28 - $72.53 $408,892 - $508,870
-7,016 Reduced 6.47%
101,422 $6.13 Million
Q3 2021

Nov 02, 2021

BUY
$65.08 - $74.3 $56,879 - $64,938
874 Added 0.81%
108,438 $7.61 Million
Q2 2021

Aug 04, 2021

SELL
$67.61 - $79.86 $75,790 - $89,523
-1,121 Reduced 1.03%
107,564 $7.61 Million
Q1 2021

May 04, 2021

SELL
$57.99 - $75.18 $354,724 - $459,876
-6,117 Reduced 5.33%
108,685 $7.91 Million
Q4 2020

Feb 12, 2021

SELL
$41.13 - $61.66 $207,706 - $311,383
-5,050 Reduced 4.21%
114,802 $7.08 Million
Q3 2020

Nov 16, 2020

BUY
$41.85 - $53.76 $647,963 - $832,366
15,483 Added 14.83%
119,852 $5.17 Million
Q2 2020

Jul 09, 2020

BUY
$37.49 - $61.24 $62,495 - $102,087
1,667 Added 1.62%
104,369 $5.33 Million
Q1 2020

May 04, 2020

SELL
$35.39 - $81.91 $69,045 - $159,806
-1,951 Reduced 1.86%
102,702 $4.33 Million
Q4 2019

Feb 13, 2020

SELL
$66.26 - $79.89 $89,914 - $108,410
-1,357 Reduced 1.28%
104,653 $7.79 Million
Q3 2019

Nov 14, 2019

SELL
$61.32 - $73.01 $278,454 - $331,538
-4,541 Reduced 4.11%
106,010 $7.96 Million
Q2 2019

Aug 13, 2019

SELL
$62.15 - $71.03 $107,333 - $122,668
-1,727 Reduced 1.54%
110,551 $7.2 Million
Q1 2019

May 15, 2019

SELL
$52.56 - $65.93 $273,837 - $343,495
-5,210 Reduced 4.43%
112,278 $6.99 Million
Q4 2018

Feb 14, 2019

BUY
$49.26 - $72.62 $140,982 - $207,838
2,862 Added 2.5%
117,488 $7.24 Million
Q3 2018

Nov 13, 2018

BUY
$66.06 - $74.79 $6.85 Million - $7.76 Million
103,751 Added 954.03%
114,626 $7.82 Million
Q2 2018

Aug 22, 2018

SELL
$65.46 - $72.86 $45,167 - $50,273
-690 Reduced 5.97%
10,875 $728,000
Q1 2018

Jun 25, 2018

BUY
$67.5 - $80.08 $780,637 - $926,125
11,565 New
11,565 $781,000

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 $138B
  • 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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