Winch Advisory Services, LLC Citigroup Inc Transaction History

Winch Advisory Services, LLC

$387 Million
Q2 2025

A detailed history of Winch Advisory Services, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Winch Advisory Services, LLC holds 37,372 shares of C stock, worth $3.58 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

37,372

Previous 37,147 0.61%

Holding current value

$3.58 Million

Previous $2.64 Million 20.63%

% of portfolio

0.82%

Previous 0.74%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$58.13 - $85.12 $13,079 - $19,152	225 Added 0.61%	37,372 $3.18 Million
Q1 2025 May 05, 2025	SELL	$67.23 - $84.63 $8,403 - $10,578	-125 Reduced 0.34%	37,147 $2.64 Million
Q4 2024 Jan 14, 2025	SELL	$61.31 - $72.5 $3,923 - $4,640	-64 Reduced 0.17%	37,272 $2.62 Million
Q3 2024 Oct 21, 2024	SELL	$56.11 - $67.61 $20,143 - $24,271	-359 Reduced 0.95%	37,336 $2.34 Million
Q2 2024 Jul 31, 2024	BUY	$57.02 - $64.74 $33,983 - $38,585	596 Added 1.61%	37,695 $2.39 Million
Q1 2024 May 14, 2024	BUY	$51.11 - $63.24 $4,702 - $5,818	92 Added 0.25%	37,099 $2.35 Million
Q4 2023 Jan 18, 2024	BUY	$38.24 - $51.52 $36,175 - $48,737	946 Added 2.62%	37,007 $1.9 Million
Q3 2023 Nov 06, 2023	BUY	$40.22 - $47.88 $11,623 - $13,837	289 Added 0.81%	36,061 $1.48 Million
Q2 2023 Aug 08, 2023	BUY	$44.23 - $50.4 $37,462 - $42,688	847 Added 2.43%	35,772 $1.65 Million
Q1 2023 May 10, 2023	BUY	$43.11 - $52.35 $31,513 - $38,267	731 Added 2.14%	34,925 $1.64 Million
Q4 2022 Jan 26, 2023	SELL	$40.3 - $50.19 $62,384 - $77,694	-1,548 Reduced 4.33%	34,194 $1.55 Million
Q3 2022 Oct 31, 2022	SELL	$27.25 - $52.59 $33,572 - $64,790	-1,232 Reduced 3.33%	35,742 $1.49 Million
Q2 2022 Aug 12, 2022	BUY	$45.69 - $54.09 $32,576 - $38,566	713 Added 1.97%	36,974 $1.7 Million
Q1 2022 Apr 26, 2022	SELL	$53.4 - $67.84 $60,929 - $77,405	-1,141 Reduced 3.05%	36,261 $1.94 Million
Q4 2021 Feb 04, 2022	BUY	$58.28 - $72.53 $85,496 - $106,401	1,467 Added 4.08%	37,402 $2.26 Million
Q3 2021 Nov 10, 2021	SELL	$65.08 - $74.3 $16,725 - $19,095	-257 Reduced 0.71%	35,935 $2.52 Million
Q2 2021 Aug 05, 2021	BUY	$67.61 - $79.86 $110,474 - $130,491	1,634 Added 4.73%	36,192 $2.56 Million
Q1 2021 May 03, 2021	BUY	$57.99 - $75.18 $94,929 - $123,069	1,637 Added 4.97%	34,558 $2.51 Million
Q4 2020 Feb 09, 2021	BUY	$41.13 - $61.66 $14,724 - $22,074	358 Added 1.1%	32,921 $2.03 Million
Q3 2020 Nov 04, 2020	BUY	$41.85 - $53.76 $78,426 - $100,746	1,874 Added 6.11%	32,563 $1.4 Million
Q2 2020 Aug 12, 2020	BUY	$37.49 - $61.24 $1.15 Million - $1.88 Million	30,669 Added 153345.0%	30,689 $1.57 Million
Q1 2020 May 13, 2020	BUY	$35.39 - $81.91 $707 - $1,638	20 New	20 $1,000
Q2 2018 Aug 13, 2018	SELL	$65.46 - $72.86 $65,329 - $72,714	-998 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$67.5 - $80.08 $67 - $80	1 Added 0.1%	998 $67,000
Q4 2017 Feb 13, 2018	BUY	$71.33 - $77.1 $14,123 - $15,265	198 Added 24.78%	997 $74,000
Q3 2017 Nov 13, 2017	BUY	$65.95 - $72.74 $52,694 - $58,119	799	799 $58,000

Others Institutions Holding C

# of Institutions

2,367

Shares Held

1.41B

Call Options Held

57M

Put Options Held

71.3M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $185B
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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Winch Advisory Services, LLC Citigroup Inc Transaction History