A detailed history of Robertson Stephens Wealth Management, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 39,972 shares of C stock, worth $2.59 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
39,972
Previous 37,677 6.09%
Holding current value
$2.59 Million
Previous $2.38 Million 6.47%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Aug 13, 2024

BUY
$57.02 - $64.74 $130,860 - $148,578
2,295 Added 6.09%
39,972 $2.54 Million
Q1 2024

May 15, 2024

BUY
$51.11 - $63.24 $427,177 - $528,559
8,358 Added 28.51%
37,677 $2.38 Million
Q4 2023

Feb 06, 2024

BUY
$38.24 - $51.52 $411,194 - $553,994
10,753 Added 57.92%
29,319 $1.51 Million
Q3 2023

Nov 13, 2023

BUY
$40.22 - $47.88 $76,418 - $90,972
1,900 Added 11.4%
18,566 $763,000
Q2 2023

Aug 11, 2023

BUY
$44.23 - $50.4 $86,867 - $98,985
1,964 Added 13.36%
16,666 $767,000
Q1 2023

May 11, 2023

SELL
$43.11 - $52.35 $16,424 - $19,945
-381 Reduced 2.53%
14,702 $689,000
Q4 2022

Feb 14, 2023

SELL
$40.3 - $50.19 $25,227 - $31,418
-626 Reduced 3.98%
15,083 $682,000
Q3 2022

Nov 14, 2022

SELL
$27.25 - $52.59 $114,695 - $221,351
-4,209 Reduced 21.13%
15,709 $654,000
Q2 2022

Aug 12, 2022

SELL
$45.69 - $54.09 $127,612 - $151,073
-2,793 Reduced 12.3%
19,918 $916,000
Q1 2022

May 16, 2022

SELL
$53.4 - $67.84 $73,585 - $93,483
-1,378 Reduced 5.72%
22,711 $1.21 Million
Q4 2021

Feb 14, 2022

BUY
$58.28 - $72.53 $601,391 - $748,437
10,319 Added 74.94%
24,089 $1.45 Million
Q3 2021

Nov 10, 2021

BUY
$65.08 - $74.3 $45,556 - $52,010
700 Added 5.36%
13,770 $966,000
Q2 2021

Aug 17, 2021

SELL
$67.61 - $79.86 $88,433 - $104,456
-1,308 Reduced 9.1%
13,070 $924,000
Q1 2021

May 07, 2021

BUY
$57.99 - $75.18 $117,893 - $152,840
2,033 Added 16.47%
14,378 $1.05 Million
Q4 2020

Feb 10, 2021

BUY
$41.13 - $61.66 $14,189 - $21,272
345 Added 2.88%
12,345 $761,000
Q3 2020

Nov 10, 2020

SELL
$41.85 - $53.76 $26,365 - $33,868
-630 Reduced 4.99%
12,000 $517,000
Q2 2020

Aug 12, 2020

BUY
$37.49 - $61.24 $473,498 - $773,461
12,630 New
12,630 $645,000

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 $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...
More about C
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