A detailed history of Cassaday & CO Wealth Management LLC transactions in Citigroup Inc stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,391 shares of C stock, worth $412,283. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,391
Previous 5,426 17.78%
Holding current value
$412,283
Previous $343,000 18.08%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$57.02 - $64.74 $55,024 - $62,474
965 Added 17.78%
6,391 $405,000
Q1 2024

May 08, 2024

BUY
$51.11 - $63.24 $459 - $569
9 Added 0.17%
5,426 $343,000
Q4 2023

Feb 09, 2024

SELL
$38.24 - $51.52 $18,852 - $25,399
-493 Reduced 8.34%
5,417 $278,000
Q3 2023

Nov 06, 2023

BUY
$40.22 - $47.88 $4,383 - $5,218
109 Added 1.88%
5,910 $243,000
Q2 2023

Aug 07, 2023

SELL
$44.23 - $50.4 $12,649 - $14,414
-286 Reduced 4.7%
5,801 $267,000
Q1 2023

May 03, 2023

BUY
$43.11 - $52.35 $5,086 - $6,177
118 Added 1.98%
6,087 $285,000
Q4 2022

Feb 07, 2023

BUY
$40.3 - $50.19 $240,550 - $299,584
5,969 New
5,969 $0

Others Institutions Holding C

About CITIGROUP INC


  • Ticker C
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,936,710,016
  • Market Cap $125B
  • 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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