Avantax Planning Partners, Inc. Citigroup Inc Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Citigroup Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,854 shares of C stock, worth $273,595. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,854

Previous 3,787 1.77%

Holding current value

$273,595

Previous $237,000 14.35%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$61.31 - $72.5 $4,107 - $4,857	67 Added 1.77%	3,854 $271,000
Q3 2024 Nov 13, 2024	SELL	$56.11 - $67.61 $38,267 - $46,110	-682 Reduced 15.26%	3,787 $237,000
Q2 2024 Aug 09, 2024	SELL	$57.02 - $64.74 $3,364 - $3,819	-59 Reduced 1.3%	4,469 $283,000
Q1 2024 May 02, 2024	BUY	$51.11 - $63.24 $28,519 - $35,287	558 Added 14.06%	4,528 $286,000
Q4 2023 Feb 09, 2024	SELL	$38.24 - $51.52 $77,588 - $104,534	-2,029 Reduced 33.82%	3,970 $204,000
Q3 2023 Nov 03, 2023	SELL	$40.22 - $47.88 $301,609 - $359,052	-7,499 Reduced 55.56%	5,999 $246,000
Q2 2023 Jul 17, 2023	SELL	$44.23 - $50.4 $249,059 - $283,802	-5,631 Reduced 29.44%	13,498 $621,000
Q1 2023 Apr 20, 2023	SELL	$43.11 - $52.35 $1.25 Million - $1.52 Million	-29,046 Reduced 60.29%	19,129 $896,000
Q4 2022 Feb 09, 2023	BUY	$40.3 - $50.19 $3,707 - $4,617	92 Added 0.19%	48,175 $2.18 Million
Q3 2022 Oct 14, 2022	SELL	$27.25 - $52.59 $210,560 - $406,362	-7,727 Reduced 13.85%	48,083 $2 Million
Q2 2022 Jul 18, 2022	BUY	$45.69 - $54.09 $629,059 - $744,711	13,768 Added 32.75%	55,810 $2.57 Million
Q1 2022 May 09, 2022	BUY	$53.4 - $67.84 $690,515 - $877,239	12,931 Added 44.42%	42,042 $2.25 Million
Q4 2021 Jan 28, 2022	SELL	$58.28 - $72.53 $686,480 - $854,330	-11,779 Reduced 28.81%	29,111 $1.76 Million
Q3 2021 Oct 27, 2021	SELL	$65.08 - $74.3 $739,634 - $844,419	-11,365 Reduced 21.75%	40,890 $2.87 Million
Q2 2021 Aug 10, 2021	BUY	$67.61 - $79.86 $144,888 - $171,139	2,143 Added 4.28%	52,255 $3.7 Million
Q1 2021 May 06, 2021	SELL	$57.99 - $75.18 $201,689 - $261,476	-3,478 Reduced 6.49%	50,112 $3.65 Million
Q4 2020 Feb 04, 2021	SELL	$41.13 - $61.66 $503,348 - $754,595	-12,238 Reduced 18.59%	53,590 $3.3 Million
Q3 2020 Oct 28, 2020	BUY	$41.85 - $53.76 $123,708 - $158,914	2,956 Added 4.7%	65,828 $2.84 Million
Q2 2020 Jul 15, 2020	BUY	$37.49 - $61.24 $2.11 Million - $3.45 Million	56,353 Added 864.44%	62,872 $3.21 Million
Q1 2020 Apr 27, 2020	SELL	$35.39 - $81.91 $17,801 - $41,200	-503 Reduced 7.16%	6,519 $275,000
Q4 2019 Jan 15, 2020	BUY	$66.26 - $79.89 $26,702 - $32,195	403 Added 6.09%	7,022 $561,000
Q3 2019 Nov 08, 2019	BUY	$61.32 - $73.01 $23,301 - $27,743	380 Added 6.09%	6,619 $457,000
Q2 2019 Aug 07, 2019	BUY	$62.15 - $71.03 $1,180 - $1,349	19 Added 0.31%	6,239 $444,000
Q1 2019 May 08, 2019	BUY	$52.56 - $65.93 $3,574 - $4,483	68 Added 1.11%	6,220 $387,000
Q4 2018 Feb 14, 2019	BUY	$49.26 - $72.62 $52,609 - $77,558	1,068 Added 21.01%	6,152 $320,000
Q3 2018 Nov 13, 2018	BUY	$66.06 - $74.79 $8,521 - $9,647	129 Added 2.6%	5,084 $365,000
Q2 2018 Aug 13, 2018	SELL	$65.46 - $72.86 $902,104 - $1 Million	-13,781 Reduced 73.55%	4,955 $332,000
Q1 2018 May 15, 2018	SELL	$67.5 - $80.08 $6,480 - $7,687	-96 Reduced 0.51%	18,736 $1.27 Million
Q4 2017 Feb 09, 2018	SELL	$71.33 - $77.1 $794,116 - $858,354	-11,133 Reduced 37.15%	18,832 $1.4 Million
Q3 2017 Oct 19, 2017	BUY	$65.95 - $72.74 $1.98 Million - $2.18 Million	29,965	29,965 $2.18 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 $137B
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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Avantax Planning Partners, Inc. Citigroup Inc Transaction History