Wealthspire Advisors, LLC Citigroup Inc Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,571 shares of C stock, worth $608,541. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,571
Previous 3,977 115.51%
Holding current value
$608,541
Previous $252,000 112.7%
% of portfolio
0.01%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$56.11 - $67.61 $257,769 - $310,600
4,594 Added 115.51%
8,571 $536,000
Q2 2024

Aug 08, 2024
BUY
$57.02 - $64.74 $26,058 - $29,586
457 Added 12.98%
3,977 $252,000
Q1 2024

May 06, 2024
SELL
$51.11 - $63.24 $44,619 - $55,208
-873 Reduced 19.87%
3,520 $222,000
Q4 2023

Feb 06, 2024
BUY
$38.24 - $51.52 $167,988 - $226,327
4,393 New
4,393 $225,000
Q2 2023

Jul 31, 2023
SELL
$44.23 - $50.4 $218,186 - $248,623
-4,933 Reduced 19.62%
20,205 $930,000
Q1 2023

May 09, 2023
SELL
$43.11 - $52.35 $194,296 - $235,941
-4,507 Reduced 15.2%
25,138 $1.18 Million
Q4 2022

Feb 13, 2023
BUY
$40.3 - $50.19 $520,514 - $648,254
12,916 Added 77.21%
29,645 $1.34 Million
Q3 2022

Nov 14, 2022
SELL
$27.25 - $52.59 $39,403 - $76,045
-1,446 Reduced 7.96%
16,729 $697,000
Q2 2022

Aug 09, 2022
BUY
$45.69 - $54.09 $482,349 - $571,028
10,557 Added 138.58%
18,175 $836,000
Q1 2022

May 09, 2022
SELL
$53.4 - $67.84 $103,222 - $131,134
-1,933 Reduced 20.24%
7,618 $407,000
Q4 2021

Feb 14, 2022
SELL
$58.28 - $72.53 $314,012 - $390,791
-5,388 Reduced 36.07%
9,551 $577,000
Q3 2021

Nov 15, 2021
BUY
$65.08 - $74.3 $432,912 - $494,243
6,652 Added 80.27%
14,939 $1.05 Million
Q2 2021

Aug 13, 2021
SELL
$67.61 - $79.86 $882,310 - $1.04 Million
-13,050 Reduced 61.16%
8,287 $586,000
Q1 2021

May 17, 2021
BUY
$57.99 - $75.18 $247,849 - $321,319
4,274 Added 25.05%
21,337 $1.55 Million
Q4 2020

Feb 16, 2021
BUY
$41.13 - $61.66 $399,906 - $599,520
9,723 Added 132.47%
17,063 $1.05 Million
Q3 2020

Nov 16, 2020
SELL
$41.85 - $53.76 $64,741 - $83,166
-1,547 Reduced 17.41%
7,340 $316,000
Q2 2020

Aug 14, 2020
SELL
$37.49 - $61.24 $799,624 - $1.31 Million
-21,329 Reduced 70.59%
8,887 $454,000
Q1 2020

May 12, 2020
BUY
$35.39 - $81.91 $777,270 - $1.8 Million
21,963 Added 266.12%
30,216 $1.27 Million
Q4 2019

Feb 14, 2020
BUY
$66.26 - $79.89 $103,100 - $124,308
1,556 Added 23.23%
8,253 $659,000
Q3 2019

Nov 12, 2019
BUY
$61.32 - $73.01 $410,660 - $488,947
6,697 New
6,697 $463,000
Q1 2019

May 08, 2019
SELL
$52.56 - $65.93 $70,745 - $88,741
-1,346 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$49.26 - $72.62 $66,303 - $97,746
1,346 New
1,346 $70,000

Others Institutions Holding C

# of Institutions
2,030
Shares Held
1.35B
Call Options Held
73.2M
Put Options Held
83.7M
View Full List

About CITIGROUP INC

C Quotes by TradingView
  • Ticker C
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,936,710,016
  • Market Cap $138B
  • 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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