Strategic Wealth Partners, Ltd. Citigroup Inc Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Citigroup Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 102,109 shares of C stock, worth $10 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

102,109

Previous 96,470 5.85%

Holding current value

$10 Million

Previous $6.79 Million 28.0%

% of portfolio

0.76%

Previous 0.66%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$58.13 - $85.12 $327,795 - $479,991	5,639 Added 5.85%	102,109 $8.69 Million
Q4 2024 Feb 14, 2025	BUY	$61.31 - $72.5 $1.74 Million - $2.06 Million	28,430 Added 41.78%	96,470 $6.79 Million
Q3 2024 Oct 08, 2024	BUY	$56.11 - $67.61 $156,154 - $188,158	2,783 Added 4.26%	68,040 $4.26 Million
Q2 2024 Oct 08, 2024	BUY	$57.02 - $64.74 $3.72 Million - $4.22 Million	65,257 New	65,257 $4.14 Million
Q2 2022 Aug 22, 2022	SELL	$45.69 - $54.09 $245,309 - $290,409	-5,369 Closed	0 $0
Q1 2022 May 19, 2022	SELL	$53.4 - $67.84 $93,289 - $118,516	-1,747 Reduced 24.55%	5,369 $286,000
Q4 2021 Feb 11, 2022	SELL	$58.28 - $72.53 $1.78 Million - $2.21 Million	-30,466 Reduced 81.07%	7,116 $429,000
Q3 2021 Nov 12, 2021	BUY	$65.08 - $74.3 $471,244 - $538,006	7,241 Added 23.87%	37,582 $2.64 Million
Q2 2021 Aug 25, 2021	BUY	$67.61 - $79.86 $80,117 - $94,634	1,185 Added 4.06%	30,341 $2.15 Million
Q1 2021 May 24, 2021	BUY	$57.99 - $75.18 $1.69 Million - $2.19 Million	29,156 New	29,156 $2.12 Million
Q3 2020 Nov 10, 2020	SELL	$41.85 - $53.76 $168,488 - $216,437	-4,026 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$37.49 - $61.24 $39,252 - $64,118	-1,047 Reduced 20.64%	4,026 $206,000
Q4 2019 Jan 30, 2020	BUY	$66.26 - $79.89 $160,547 - $193,573	2,423 Added 91.43%	5,073 $405,000
Q3 2019 Oct 28, 2019	SELL	$61.32 - $73.01 $708,675 - $843,776	-11,557 Reduced 81.35%	2,650 $84 Million
Q2 2019 Aug 06, 2019	SELL	$62.15 - $71.03 $12,865 - $14,703	-207 Reduced 1.44%	14,207 $994,000
Q1 2019 May 14, 2019	BUY	$52.56 - $65.93 $122,937 - $154,210	2,339 Added 19.37%	14,414 $927,000
Q4 2018 Jan 24, 2019	SELL	$49.26 - $72.62 $12,561 - $18,518	-255 Reduced 2.07%	12,075 $628,000
Q3 2018 Dec 06, 2018	BUY	$66.06 - $74.79 $92,814 - $105,079	1,405 Added 12.86%	12,330 $885,000
Q2 2018 Sep 04, 2018	SELL	$65.46 - $72.86 $24,220 - $26,958	-370 Reduced 3.28%	10,925 $731,000
Q1 2018 Jul 13, 2018	BUY	$67.5 - $80.08 $762,412 - $904,503	11,295 New	11,295 $762,000

Others Institutions Holding C

# of Institutions

2,474

Shares Held

1.42B

Call Options Held

69.5M

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...

More about C

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Citigroup Inc Transaction History