A detailed history of Cbiz Investment Advisory Services, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 697 shares of C stock, worth $68,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
697
Previous 731 4.65%
Holding current value
$68,438
Previous $62,000 12.9%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$85.57 - $103.49 $2,909 - $3,518
-34 Reduced 4.65%
697 $70,000
Q2 2025

Aug 11, 2025

SELL
$58.13 - $85.12 $40,923 - $59,924
-704 Reduced 49.06%
731 $62,000
Q1 2025

Jun 03, 2025

BUY
$67.23 - $84.63 $5,512 - $6,939
82 Added 6.06%
1,435 $101,000
Q4 2024

Feb 10, 2025

BUY
$61.31 - $72.5 $3,862 - $4,567
63 Added 4.88%
1,353 $95,000
Q3 2024

Nov 12, 2024

BUY
$56.11 - $67.61 $72,381 - $87,216
1,290 New
1,290 $80,000

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 $190B
  • 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
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.