Mount Yale Investment Advisors, LLC Citigroup Inc Transaction History

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,991 shares of C stock, worth $882,826. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,991
Previous 43,639 79.4%
Holding current value
$882,826
Previous $3.71 Million 75.44%
% of portfolio
0.07%
Previous 0.31%

Shares

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

Nov 14, 2025
SELL
$85.57 - $103.49 $2.96 Million - $3.59 Million
-34,648 Reduced 79.4%
8,991 $912,000
Q2 2025

Aug 12, 2025
SELL
$58.13 - $85.12 $162,066 - $237,314
-2,788 Reduced 6.01%
43,639 $3.71 Million
Q1 2025

Apr 16, 2025
SELL
$67.23 - $84.63 $1.25 Million - $1.57 Million
-18,553 Reduced 28.55%
46,427 $3.3 Million
Q4 2024

Jan 22, 2025
SELL
$61.31 - $72.5 $1.2 Million - $1.42 Million
-19,524 Reduced 23.1%
64,980 $4.57 Million
Q3 2024

Oct 23, 2024
SELL
$56.11 - $67.61 $994,998 - $1.2 Million
-17,733 Reduced 17.34%
84,504 $5.29 Million
Q2 2024

Aug 13, 2024
SELL
$57.02 - $64.74 $923,267 - $1.05 Million
-16,192 Reduced 13.67%
102,237 $6.49 Million
Q1 2024

May 15, 2024
SELL
$51.11 - $63.24 $549,074 - $679,387
-10,743 Reduced 8.32%
118,429 $7.49 Million
Q4 2023

Feb 12, 2024
SELL
$38.24 - $51.52 $720,709 - $970,997
-18,847 Reduced 12.73%
129,172 $6.64 Million
Q3 2023

Oct 11, 2023
BUY
$40.22 - $47.88 $756,779 - $900,910
18,816 Added 14.56%
148,019 $6.09 Million
Q2 2023

Aug 14, 2023
SELL
$44.23 - $50.4 $32,818 - $37,396
-742 Reduced 0.57%
129,203 $5.95 Million
Q1 2023

May 11, 2023
BUY
$43.11 - $52.35 $1.91 Million - $2.32 Million
44,338 Added 51.79%
129,945 $6.09 Million
Q4 2022

Feb 13, 2023
SELL
$40.3 - $50.19 $1.59 Million - $1.99 Million
-39,556 Reduced 31.6%
85,607 $3.87 Million
Q3 2022

Nov 07, 2022
BUY
$27.25 - $52.59 $126,821 - $244,753
4,654 Added 3.86%
125,163 $5.22 Million
Q2 2022

Aug 02, 2022
BUY
$45.69 - $54.09 $615,535 - $728,700
13,472 Added 12.59%
120,509 $5.54 Million
Q1 2022

May 03, 2022
BUY
$53.4 - $67.84 $299,841 - $380,921
5,615 Added 5.54%
107,037 $5.72 Million
Q4 2021

Feb 02, 2022
SELL
$58.28 - $72.53 $408,892 - $508,870
-7,016 Reduced 6.47%
101,422 $6.13 Million
Q3 2021

Nov 02, 2021
BUY
$65.08 - $74.3 $56,879 - $64,938
874 Added 0.81%
108,438 $7.61 Million
Q2 2021

Aug 04, 2021
SELL
$67.61 - $79.86 $75,790 - $89,523
-1,121 Reduced 1.03%
107,564 $7.61 Million
Q1 2021

May 04, 2021
SELL
$57.99 - $75.18 $354,724 - $459,876
-6,117 Reduced 5.33%
108,685 $7.91 Million
Q4 2020

Feb 12, 2021
SELL
$41.13 - $61.66 $207,706 - $311,383
-5,050 Reduced 4.21%
114,802 $7.08 Million
Q3 2020

Nov 16, 2020
BUY
$41.85 - $53.76 $647,963 - $832,366
15,483 Added 14.83%
119,852 $5.17 Million
Q2 2020

Jul 09, 2020
BUY
$37.49 - $61.24 $62,495 - $102,087
1,667 Added 1.62%
104,369 $5.33 Million
Q1 2020

May 04, 2020
SELL
$35.39 - $81.91 $69,045 - $159,806
-1,951 Reduced 1.86%
102,702 $4.33 Million
Q4 2019

Feb 13, 2020
SELL
$66.26 - $79.89 $89,914 - $108,410
-1,357 Reduced 1.28%
104,653 $7.79 Million
Q3 2019

Nov 14, 2019
SELL
$61.32 - $73.01 $278,454 - $331,538
-4,541 Reduced 4.11%
106,010 $7.96 Million
Q2 2019

Aug 13, 2019
SELL
$62.15 - $71.03 $107,333 - $122,668
-1,727 Reduced 1.54%
110,551 $7.2 Million
Q1 2019

May 15, 2019
SELL
$52.56 - $65.93 $273,837 - $343,495
-5,210 Reduced 4.43%
112,278 $6.99 Million
Q4 2018

Feb 14, 2019
BUY
$49.26 - $72.62 $140,982 - $207,838
2,862 Added 2.5%
117,488 $7.24 Million
Q3 2018

Nov 13, 2018
BUY
$66.06 - $74.79 $6.85 Million - $7.76 Million
103,751 Added 954.03%
114,626 $7.82 Million
Q2 2018

Aug 22, 2018
SELL
$65.46 - $72.86 $45,167 - $50,273
-690 Reduced 5.97%
10,875 $728,000
Q1 2018

Jun 25, 2018
BUY
$67.5 - $80.08 $780,637 - $926,125
11,565 New
11,565 $781,000

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

C Quotes by TradingView
  • 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
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