Plante Moran Financial Advisors, LLC Citigroup Inc Transaction History

Plante Moran Financial Advisors, LLC

$997 Million
Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 290 shares of C stock, worth $18,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares

290

Previous 180 61.11%

Holding current value

$18,760

Previous $11,000 63.64%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$57.02 - $64.74 $6,272 - $7,121	110 Added 61.11%	290 $18,000
Q1 2024 May 09, 2024	SELL	$51.11 - $63.24 $207,199 - $256,374	-4,054 Reduced 95.75%	180 $11,000
Q4 2023 Feb 05, 2024	BUY	$38.24 - $51.52 $153,763 - $207,161	4,021 Added 1887.79%	4,234 $217,000
Q3 2023 Nov 07, 2023	SELL	$40.22 - $47.88 $884 - $1,053	-22 Reduced 9.36%	213 $8,000
Q2 2023 Aug 07, 2023	BUY	$44.23 - $50.4 $973 - $1,108	22 Added 10.33%	235 $10,000
Q1 2023 May 08, 2023	SELL	$43.11 - $52.35 $6,682 - $8,114	-155 Reduced 42.12%	213 $9,000
Q3 2022 Nov 02, 2022	SELL	$27.25 - $52.59 $2,779 - $5,364	-102 Reduced 21.7%	368 $15,000
Q2 2022 Aug 02, 2022	BUY	$45.69 - $54.09 $1,690 - $2,001	37 Added 8.55%	470 $22,000
Q1 2022 May 06, 2022	SELL	$53.4 - $67.84 $28,782 - $36,565	-539 Reduced 55.45%	433 $23,000
Q4 2021 Feb 09, 2022	SELL	$58.28 - $72.53 $41,262 - $51,351	-708 Reduced 42.14%	972 $59,000
Q3 2021 Nov 08, 2021	BUY	$65.08 - $74.3 $7,093 - $8,098	109 Added 6.94%	1,680 $118,000
Q2 2021 Aug 10, 2021	SELL	$67.61 - $79.86 $23,190 - $27,391	-343 Reduced 17.92%	1,571 $111,000
Q1 2021 May 13, 2021	BUY	$57.99 - $75.18 $61,875 - $80,217	1,067 Added 125.97%	1,914 $139,000
Q4 2020 Feb 09, 2021	SELL	$41.13 - $61.66 $5,881 - $8,817	-143 Reduced 14.44%	847 $52,000
Q3 2020 Nov 12, 2020	SELL	$41.85 - $53.76 $11,676 - $14,999	-279 Reduced 21.99%	990 $43,000
Q2 2020 Aug 10, 2020	BUY	$37.49 - $61.24 $17,770 - $29,027	474 Added 59.62%	1,269 $65,000
Q1 2020 May 07, 2020	BUY	$35.39 - $81.91 $920 - $2,129	26 Added 3.38%	795 $33,000
Q4 2019 Feb 14, 2020	BUY	$66.26 - $79.89 $25,443 - $30,677	384 Added 99.74%	769 $61,000
Q3 2019 Nov 13, 2019	BUY	$61.32 - $73.01 $2,820 - $3,358	46 Added 13.57%	385 $26,000
Q2 2019 Aug 13, 2019	SELL	$62.15 - $71.03 $1,491 - $1,704	-24 Reduced 6.61%	339 $24,000
Q1 2019 May 13, 2019	SELL	$52.56 - $65.93 $1,576 - $1,977	-30 Reduced 7.63%	363 $23,000
Q4 2018 Jan 29, 2019	SELL	$49.26 - $72.62 $31,674 - $46,694	-643 Reduced 62.07%	393 $20,000
Q3 2018 Nov 09, 2018	BUY	$66.06 - $74.79 $23,121 - $26,176	350 Added 51.02%	1,036 $74,000
Q2 2018 Jul 26, 2018	SELL	$65.46 - $72.86 $49,487 - $55,082	-756 Reduced 52.43%	686 $46,000
Q1 2018 May 01, 2018	BUY	$67.5 - $80.08 $9,112 - $10,810	135 Added 10.33%	1,442 $97,000
Q4 2017 Feb 01, 2018	BUY	$71.33 - $77.1 $3,566 - $3,854	50 Added 3.98%	1,307 $97,000
Q3 2017 Nov 08, 2017	BUY	$65.95 - $72.74 $82,899 - $91,434	1,257	1,257 $91,000

Others Institutions Holding C

# of Institutions

1,995

Shares Held

1.36B

Call Options Held

70.8M

Put Options Held

77.3M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $125B
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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Plante Moran Financial Advisors, LLC Citigroup Inc Transaction History