Heritage Wealth Advisors Citigroup Inc Transaction History

Heritage Wealth Advisors

$2.19 Billion
Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Citigroup Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,414 shares of C stock, worth $138,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,414

Previous 1,414 -0.0%

Holding current value

$138,840

Previous $120,000 19.17%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$67.23 - $84.63 $1,949 - $2,454	-29 Reduced 2.01%	1,414 $100,000
Q4 2024 Feb 11, 2025	BUY	$61.31 - $72.5 $306 - $362	5 Added 0.35%	1,443 $101,000
Q3 2024 Nov 12, 2024	BUY	$56.11 - $67.61 $14,925 - $17,984	266 Added 22.7%	1,438 $90,000
Q1 2024 Dec 12, 2024	SELL	$51.11 - $63.24 $65,318 - $80,820	-1,278 Reduced 52.16%	1,172 $74,000
Q1 2024 May 08, 2024	SELL	$51.11 - $63.24 $7,359 - $9,106	-144 Reduced 10.94%	1,172 $74,000

Q4 2023 Dec 12, 2024	BUY	$38.24 - $51.52 $40,152 - $54,096	1,050 Added 75.0%	2,450 $126,000
Q4 2023 Feb 09, 2024	SELL	$38.24 - $51.52 $3,212 - $4,327	-84 Reduced 6.0%	1,316 $67,000
Q3 2023 Dec 12, 2024	SELL	$40.22 - $47.88 $1,528 - $1,819	-38 Reduced 2.64%	1,400 $57,000
Q3 2023 Nov 08, 2023	BUY	$40.22 - $47.88 $56,308 - $67,032	1,400 New	1,400 $57,000
Q3 2022 Dec 12, 2024	BUY	$27.25 - $52.59 $185,191 - $357,401	6,796 Added 472.6%	8,234 $343,000
Q3 2022 Nov 10, 2022	BUY	$27.25 - $52.59 $224,376 - $433,026	8,234 New	8,234 $298,000
Q3 2021 Nov 02, 2021	SELL	$65.08 - $74.3 $261,166 - $298,165	-4,013 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$67.61 - $79.86 $58,955 - $69,637	-872 Reduced 17.85%	4,013 $283,000
Q2 2021 Jul 27, 2021	BUY	$67.61 - $79.86 $330,274 - $390,116	4,885 New	4,885 $208,000
Q1 2021 Apr 27, 2021	SELL	$57.99 - $75.18 $283,281 - $367,254	-4,885 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$41.13 - $61.66 $14,354 - $21,519	-349 Reduced 6.67%	4,885 $208,000
Q3 2020 Nov 03, 2020	BUY	$41.85 - $53.76 $22,766 - $29,245	544 Added 11.6%	5,234 $225,000
Q2 2020 Jul 17, 2020	SELL	$37.49 - $61.24 $547,541 - $894,410	-14,605 Reduced 75.69%	4,690 $239,000
Q2 2020 Jul 17, 2020	BUY	$37.49 - $61.24 $656,000 - $1.07 Million	17,498 Added 973.73%	19,295 $171,000
Q1 2020 May 05, 2020	SELL	$35.39 - $81.91 $183,461 - $424,621	-5,184 Reduced 74.26%	1,797 $75,000
Q4 2019 Feb 04, 2020	BUY	$66.26 - $79.89 $18,155 - $21,889	274 Added 4.09%	6,981 $557,000
Q3 2019 Oct 30, 2019	BUY	$61.32 - $73.01 $25,754 - $30,664	420 Added 6.68%	6,707 $349,000
Q2 2019 Aug 05, 2019	BUY	$62.15 - $71.03 $62,150 - $71,030	1,000 Added 18.91%	6,287 $0
Q1 2019 May 06, 2019	BUY	$52.56 - $65.93 $241,776 - $303,278	4,600 Added 669.58%	5,287 $0
Q4 2018 Jan 28, 2019	SELL	$49.26 - $72.62 $6,256 - $9,222	-127 Reduced 15.6%	687 $35,000
Q3 2018 Nov 14, 2018	BUY	$66.06 - $74.79 $53,772 - $60,879	814 New	814 $58,000

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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Heritage Wealth Advisors Citigroup Inc Transaction History