A detailed history of Cyndeo Wealth Partners, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,478 shares of C stock, worth $530,938. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,478
Previous 100,418 92.55%
Holding current value
$530,938
Previous $6.37 Million 92.66%
% of portfolio
0.03%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$56.11 - $67.61 $5.21 Million - $6.28 Million
-92,940 Reduced 92.55%
7,478 $468,000
Q2 2024

Jul 30, 2024

BUY
$57.02 - $64.74 $280,253 - $318,197
4,915 Added 5.15%
100,418 $6.37 Million
Q1 2024

Apr 16, 2024

BUY
$51.11 - $63.24 $4.67 Million - $5.78 Million
91,347 Added 2197.95%
95,503 $6.04 Million
Q4 2023

Jan 12, 2024

BUY
$38.24 - $51.52 $158,925 - $214,117
4,156 New
4,156 $213,000
Q1 2023

Apr 21, 2023

BUY
$43.11 - $52.35 $193,650 - $235,156
4,492 New
4,492 $210,000

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 $138B
  • 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 Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.