Mount Yale Investment Advisors, LLC Citigroup Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

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 64,980 shares of C stock, worth $5.28 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

64,980

Previous 84,504 23.1%

Holding current value

$5.28 Million

Previous $5.29 Million 13.54%

% of portfolio

0.38%

Previous 0.51%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$61.31 - $72.5 $1.2 Million - $1.42 Million	-19,524 Reduced 23.1%	64,980 $4.57 Million
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

# of Institutions

2,159

Shares Held

1.39B

Call Options Held

71.9M

Put Options Held

86.2M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $157B
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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Mount Yale Investment Advisors, LLC Citigroup Inc Transaction History