Summit Financial, LLC Citigroup Inc Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Summit Financial, LLC holds 25,895 shares of C stock, worth $2.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,895

Previous 20,646 25.42%

Holding current value

$2.54 Million

Previous $1.76 Million 49.57%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$85.57 - $103.49 $449,156 - $543,219	5,249 Added 25.42%	25,895 $2.63 Million
Q2 2025 Aug 13, 2025	SELL	$58.13 - $85.12 $57,025 - $83,502	-981 Reduced 4.54%	20,646 $1.76 Million
Q1 2025 May 14, 2025	BUY	$67.23 - $84.63 $450,508 - $567,105	6,701 Added 44.89%	21,627 $1.54 Million
Q4 2024 Feb 12, 2025	BUY	$61.31 - $72.5 $77,495 - $91,640	1,264 Added 9.25%	14,926 $1.05 Million
Q3 2024 Nov 12, 2024	SELL	$56.11 - $67.61 $36,471 - $43,946	-650 Reduced 4.54%	13,662 $855,000

Q2 2024 Jul 31, 2024	BUY	$57.02 - $64.74 $290,744 - $330,109	5,099 Added 55.35%	14,312 $908,000
Q1 2024 Apr 24, 2024	BUY	$51.11 - $63.24 $74,825 - $92,583	1,464 Added 18.89%	9,213 $582,000
Q4 2023 Feb 05, 2024	BUY	$38.24 - $51.52 $26,882 - $36,218	703 Added 9.98%	7,749 $398,000
Q3 2023 Nov 07, 2023	BUY	$40.22 - $47.88 $9,733 - $11,586	242 Added 3.56%	7,046 $289,000
Q2 2023 Aug 11, 2023	BUY	$44.23 - $50.4 $22,424 - $25,552	507 Added 8.05%	6,804 $313,000
Q1 2023 May 03, 2023	SELL	$43.11 - $52.35 $69,450 - $84,335	-1,611 Reduced 20.37%	6,297 $295,000
Q4 2022 Feb 07, 2023	SELL	$40.3 - $50.19 $15,878 - $19,774	-394 Reduced 4.75%	7,908 $357,000
Q3 2022 Nov 15, 2022	BUY	$27.25 - $52.59 $15,314 - $29,555	562 Added 7.26%	8,302 $346 Million
Q2 2022 Aug 12, 2022	BUY	$45.69 - $54.09 $5,619 - $6,653	123 Added 1.61%	7,740 $355,000
Q1 2022 May 10, 2022	BUY	$53.4 - $67.84 $64,720 - $82,222	1,212 Added 18.92%	7,617 $406,000
Q4 2021 Feb 07, 2022	BUY	$58.28 - $72.53 $154,558 - $192,349	2,652 Added 70.66%	6,405 $386,000
Q3 2021 Nov 08, 2021	BUY	$65.08 - $74.3 $244,245 - $278,847	3,753 New	3,753 $263,000

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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Summit Financial, LLC Citigroup Inc Transaction History