United Capital Financial Advisers, LLC Citigroup Inc Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Citigroup Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 33,040 shares of C stock, worth $2.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,040

Previous 32,074 3.01%

Holding current value

$2.27 Million

Previous $2.01 Million 15.84%

% of portfolio

0.02%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$61.31 - $72.5 $59,225 - $70,035	966 Added 3.01%	33,040 $2.33 Million
Q3 2024 Nov 12, 2024	SELL	$56.11 - $67.61 $69,071 - $83,227	-1,231 Reduced 3.7%	32,074 $2.01 Million
Q2 2024 Aug 14, 2024	BUY	$57.02 - $64.74 $47,668 - $54,122	836 Added 2.57%	33,305 $2.11 Million
Q1 2024 May 15, 2024	SELL	$51.11 - $63.24 $116,479 - $144,123	-2,279 Reduced 6.56%	32,469 $2.05 Million
Q4 2023 Feb 14, 2024	SELL	$38.24 - $51.52 $371,769 - $500,877	-9,722 Reduced 21.86%	34,748 $1.79 Million
Q3 2023 Nov 14, 2023	SELL	$40.22 - $47.88 $1.08 Million - $1.28 Million	-26,755 Reduced 37.56%	44,470 $1.83 Million
Q2 2023 Aug 14, 2023	SELL	$44.23 - $50.4 $782,428 - $891,576	-17,690 Reduced 19.9%	71,225 $3.28 Million
Q1 2023 Aug 14, 2023	BUY	$43.11 - $52.35 $762,615 - $926,071	17,690 Added 24.84%	88,915 $4.17 Million
Q1 2023 May 15, 2023	SELL	$43.11 - $52.35 $2,500 - $3,036	-58 Reduced 0.07%	88,915 $4.17 Million
Q4 2022 Feb 14, 2023	BUY	$40.3 - $50.19 $214,919 - $267,663	5,333 Added 6.38%	88,973 $4.02 Million
Q3 2022 Nov 14, 2022	SELL	$27.25 - $52.59 $388,803 - $750,354	-14,268 Reduced 14.57%	83,640 $3.49 Million
Q2 2022 Aug 11, 2022	SELL	$45.69 - $54.09 $218,489 - $258,658	-4,782 Reduced 4.66%	97,908 $4.5 Million
Q1 2022 May 16, 2022	SELL	$53.4 - $67.84 $537,738 - $683,148	-10,070 Reduced 8.93%	102,690 $5.48 Million
Q4 2021 Feb 14, 2022	SELL	$58.28 - $72.53 $163,591 - $203,591	-2,807 Reduced 2.43%	112,760 $6.81 Million
Q3 2021 Nov 15, 2021	SELL	$65.08 - $74.3 $726,422 - $829,336	-11,162 Reduced 8.81%	115,567 $8.11 Million
Q2 2021 Aug 13, 2021	SELL	$67.61 - $79.86 $364,147 - $430,125	-5,386 Reduced 4.08%	126,729 $8.97 Million
Q1 2021 May 14, 2021	SELL	$57.99 - $75.18 $580,827 - $753,002	-10,016 Reduced 7.05%	132,115 $9.61 Million
Q4 2020 Feb 17, 2021	SELL	$41.13 - $61.66 $414,590 - $621,532	-10,080 Reduced 6.62%	142,131 $8.76 Million
Q3 2020 Nov 13, 2020	BUY	$41.85 - $53.76 $33,187 - $42,631	793 Added 0.52%	152,211 $6.56 Million
Q2 2020 Aug 13, 2020	BUY	$37.49 - $61.24 $121,017 - $197,682	3,228 Added 2.18%	151,418 $7.74 Million
Q1 2020 May 15, 2020	SELL	$35.39 - $81.91 $1.73 Million - $4 Million	-48,844 Reduced 24.79%	148,190 $6.24 Million
Q4 2019 Feb 14, 2020	BUY	$66.26 - $79.89 $1.87 Million - $2.25 Million	28,218 Added 16.72%	197,034 $15.7 Million
Q3 2019 Nov 14, 2019	SELL	$61.32 - $73.01 $2.24 Million - $2.67 Million	-36,516 Reduced 17.78%	168,816 $11.7 Million
Q2 2019 Aug 13, 2019	BUY	$62.15 - $71.03 $121,192 - $138,508	1,950 Added 0.96%	205,332 $14.4 Million
Q1 2019 May 14, 2019	BUY	$52.56 - $65.93 $466,154 - $584,733	8,869 Added 4.56%	203,382 $12.7 Million
Q4 2018 Feb 14, 2019	SELL	$49.26 - $72.62 $233,344 - $344,000	-4,737 Reduced 2.38%	194,513 $10.1 Million
Q3 2018 Nov 14, 2018	BUY	$66.06 - $74.79 $227,642 - $257,726	3,446 Added 1.76%	199,250 $14.3 Million
Q2 2018 Aug 14, 2018	SELL	$65.46 - $72.86 $825,581 - $918,910	-12,612 Reduced 6.05%	195,804 $13.1 Million
Q1 2018 May 15, 2018	BUY	$67.5 - $80.08 $1.62 Million - $1.92 Million	23,935 Added 12.97%	208,416 $14.1 Million
Q4 2017 Feb 13, 2018	BUY	$71.33 - $77.1 $395,596 - $427,596	5,546 Added 3.1%	184,481 $13.9 Million
Q3 2017 Nov 14, 2017	BUY	$65.95 - $72.74 $1.01 Million - $1.11 Million	15,269 Added 9.33%	178,935 $13 Million
Q2 2017 Aug 14, 2017	BUY	N/A	163,666	163,666 $10.9 Million

Others Institutions Holding C

# of Institutions

2,251

Shares Held

1.38B

Call Options Held

76.9M

Put Options Held

94.5M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $133B
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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United Capital Financial Advisers, LLC Citigroup Inc Transaction History