Schechter Investment Advisors, LLC Citigroup Inc Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 23,615 shares of C stock, worth $1.81 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

23,615

Previous 23,382 1.0%

Holding current value

$1.81 Million

Previous $1.65 Million 1.88%

% of portfolio

0.2%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$67.23 - $84.63 $15,664 - $19,718	233 Added 1.0%	23,615 $1.68 Million
Q4 2024 Feb 06, 2025	SELL	$61.31 - $72.5 $22,929 - $27,115	-374 Reduced 1.57%	23,382 $1.65 Million
Q3 2024 Nov 12, 2024	SELL	$56.11 - $67.61 $110,648 - $133,326	-1,972 Reduced 7.66%	23,756 $1.49 Million
Q2 2024 Aug 12, 2024	SELL	$57.02 - $64.74 $221,294 - $251,255	-3,881 Reduced 13.11%	25,728 $1.63 Million
Q1 2024 May 06, 2024	BUY	$51.11 - $63.24 $136,105 - $168,408	2,663 Added 9.88%	29,609 $1.87 Million
Q4 2023 Jan 17, 2024	BUY	$38.24 - $51.52 $81,068 - $109,222	2,120 Added 8.54%	26,946 $1.39 Million
Q3 2023 Nov 06, 2023	SELL	$40.22 - $47.88 $210,270 - $250,316	-5,228 Reduced 17.4%	24,826 $1.02 Million
Q2 2023 Jul 26, 2023	SELL	$44.23 - $50.4 $133,132 - $151,704	-3,010 Reduced 9.1%	30,054 $1.38 Million
Q1 2023 Apr 28, 2023	BUY	$43.11 - $52.35 $351,432 - $426,757	8,152 Added 32.72%	33,064 $1.55 Million
Q4 2022 Feb 13, 2023	SELL	$40.3 - $50.19 $251,633 - $313,386	-6,244 Reduced 20.04%	24,912 $1.13 Million
Q3 2022 Nov 04, 2022	SELL	$27.25 - $52.59 $25,015 - $48,277	-918 Reduced 2.86%	31,156 $1.3 Million
Q2 2022 Nov 03, 2022	BUY	$45.69 - $54.09 $1.47 Million - $1.73 Million	32,074 New	32,074 $1.48 Million
Q1 2022 Nov 18, 2022	SELL	$53.4 - $67.84 $209,541 - $266,204	-3,924 Reduced 12.59%	27,232 $1.45 Million
Q4 2021 Dec 27, 2022	BUY	$58.28 - $72.53 $207,709 - $258,496	3,564 Added 11.44%	34,720 $2.1 Million

Others Institutions Holding C

# of Institutions

2,325

Shares Held

1.39B

Call Options Held

72.5M

Put Options Held

72.4M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $148B
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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Schechter Investment Advisors, LLC Citigroup Inc Transaction History