Congress Wealth Management LLC Citigroup Inc Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Citigroup Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 205,344 shares of C stock, worth $20.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

205,344

Previous 105,762 94.16%

Holding current value

$20.2 Million

Previous $7.51 Million 132.79%

% of portfolio

0.18%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$58.13 - $85.12 $5.79 Million - $8.48 Million	99,582 Added 94.16%	205,344 $17.5 Million
Q1 2025 May 14, 2025	BUY	$67.23 - $84.63 $590,951 - $743,897	8,790 Added 9.06%	105,762 $7.51 Million
Q4 2024 Feb 11, 2025	SELL	$61.31 - $72.5 $6.57 Million - $7.76 Million	-107,081 Reduced 52.48%	96,972 $6.83 Million
Q3 2024 Nov 12, 2024	BUY	$56.11 - $67.61 $3.88 Million - $4.67 Million	69,083 Added 51.18%	204,053 $12.8 Million
Q2 2024 Aug 13, 2024	BUY	$57.02 - $64.74 $3.69 Million - $4.19 Million	64,672 Added 92.0%	134,970 $8.57 Million

Q1 2024 Apr 18, 2024	SELL	$51.11 - $63.24 $330,937 - $409,479	-6,475 Reduced 8.43%	70,298 $4.45 Million
Q4 2023 Feb 09, 2024	BUY	$38.24 - $51.52 $76,441 - $102,988	1,999 Added 2.67%	76,773 $3.95 Million
Q3 2023 Oct 30, 2023	BUY	$40.22 - $47.88 $6,837 - $8,139	170 Added 0.23%	74,774 $3.08 Million
Q2 2023 Jul 13, 2023	BUY	$44.23 - $50.4 $5,396 - $6,148	122 Added 0.16%	74,604 $3.43 Million
Q1 2023 Apr 14, 2023	BUY	$43.11 - $52.35 $81,133 - $98,522	1,882 Added 2.59%	74,482 $3.49 Million
Q4 2022 Feb 02, 2023	SELL	$40.3 - $50.19 $109,333 - $136,165	-2,713 Reduced 3.6%	72,600 $3.28 Million
Q3 2022 Nov 08, 2022	BUY	$27.25 - $52.59 $272,500 - $525,900	10,000 Added 15.31%	75,313 $3.14 Million
Q2 2022 Aug 11, 2022	BUY	$45.69 - $54.09 $443,512 - $525,051	9,707 Added 17.46%	65,313 $3 Million
Q1 2022 May 16, 2022	SELL	$53.4 - $67.84 $156,248 - $198,499	-2,926 Reduced 5.0%	55,606 $2.97 Million
Q4 2021 Feb 04, 2022	BUY	$58.28 - $72.53 $3.41 Million - $4.25 Million	58,532 New	58,532 $3.54 Million

Others Institutions Holding C

# of Institutions

2,588

Shares Held

1.36B

Call Options Held

46.7M

Put Options Held

64.1M

View Full List

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...

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Congress Wealth Management LLC Citigroup Inc Transaction History