A detailed history of Navis Wealth Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,111 shares of C stock, worth $287,112. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,111
Previous 4,111 -0.0%
Holding current value
$287,112
Previous $260,000 1.15%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Aug 02, 2024

SELL
$57.02 - $64.74 $627 - $712
-11 Reduced 0.27%
4,111 $260,000
Q1 2024

Apr 29, 2024

BUY
$51.11 - $63.24 $1,124 - $1,391
22 Added 0.54%
4,122 $260,000
Q4 2023

Feb 05, 2024

BUY
$38.24 - $51.52 $156,784 - $211,232
4,100 New
4,100 $210,000
Q1 2023

May 11, 2023

SELL
$43.11 - $52.35 $748,993 - $909,528
-17,374 Reduced 68.83%
7,869 $368,000
Q4 2022

Jan 25, 2023

SELL
$40.3 - $50.19 $216,249 - $269,319
-5,366 Reduced 17.53%
25,243 $0
Q4 2020

Mar 04, 2021

BUY
$41.13 - $61.66 $1.26 Million - $1.89 Million
30,609 New
30,609 $1.89 Million

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 $135B
  • 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

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.