Perennial Investment Advisors, LLC Citigroup Inc Transaction History

Perennial Investment Advisors, LLC

$989 Million
Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,587 shares of C stock, worth $547,805. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,587

Previous 5,696 1.91%

Holding current value

$547,805

Previous $404,000 17.57%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$58.13 - $85.12 $6,336 - $9,278	-109 Reduced 1.91%	5,587 $475,000
Q1 2025 May 15, 2025	BUY	$67.23 - $84.63 $2,151 - $2,708	32 Added 0.56%	5,696 $404,000
Q4 2024 Feb 12, 2025	SELL	$61.31 - $72.5 $2,513 - $2,972	-41 Reduced 0.72%	5,664 $398,000
Q3 2024 Nov 14, 2024	SELL	$56.11 - $67.61 $19,582 - $23,595	-349 Reduced 5.76%	5,705 $357,000
Q2 2024 Aug 09, 2024	SELL	$57.02 - $64.74 $1,767 - $2,006	-31 Reduced 0.51%	6,054 $384,000
Q1 2024 May 14, 2024	SELL	$51.11 - $63.24 $1,277 - $1,581	-25 Reduced 0.41%	6,085 $384,000
Q4 2023 Feb 14, 2024	BUY	$38.24 - $51.52 $20,993 - $28,284	549 Added 9.87%	6,110 $314,000
Q3 2023 Nov 14, 2023	BUY	$40.22 - $47.88 $29,682 - $35,335	738 Added 15.3%	5,561 $228,000
Q2 2023 Aug 14, 2023	BUY	$44.23 - $50.4 $132 - $151	3 Added 0.06%	4,823 $222,000
Q1 2023 May 11, 2023	SELL	$43.11 - $52.35 $3,923 - $4,763	-91 Reduced 1.85%	4,820 $226,000
Q4 2022 Feb 09, 2023	SELL	$40.3 - $50.19 $846 - $1,053	-21 Reduced 0.43%	4,911 $222,000
Q3 2022 Nov 09, 2022	BUY	$27.25 - $52.59 $11,554 - $22,298	424 Added 9.41%	4,932 $206,000
Q2 2022 Aug 10, 2022	BUY	$45.69 - $54.09 $205,970 - $243,837	4,508 New	4,508 $210,000
Q3 2021 Nov 12, 2021	SELL	$65.08 - $74.3 $205,587 - $234,713	-3,159 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$67.61 - $79.86 $23,460 - $27,711	-347 Reduced 9.9%	3,159 $224,000
Q1 2021 Apr 29, 2021	SELL	$57.99 - $75.18 $24,297 - $31,500	-419 Reduced 10.68%	3,506 $255,000
Q4 2020 Jan 22, 2021	BUY	$41.13 - $61.66 $161,435 - $242,015	3,925 New	3,925 $242,000

Others Institutions Holding C

# of Institutions

2,418

Shares Held

1.42B

Call Options Held

69.6M

Put Options Held

69.1M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $190B
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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Perennial Investment Advisors, LLC Citigroup Inc Transaction History