Ownership history in Capital Analysts, LLC · 44 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in * CITIGROUP INC (C). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 240,997 | -545 | -0.2% | 0.86% | $28.1M | $116.08 |
| 2025 Q3 | ADDED | 241,542 | +373 | +0.2% | 0.72% | $24.5M | $100.38 |
| 2025 Q2 | ADDED | 241,169 | +10,098 | +4.4% | 0.68% | $20.5M | $83.63 |
| 2025 Q1 | ADDED | 231,071 | +4,643 | +2.1% | 0.61% | $16.4M | $69.19 |
| 2024 Q4 | ADDED | 226,428 | +3,824 | +1.7% | 0.64% | $15.9M | $68.13 |
| 2024 Q3 | ADDED | 222,604 | +2,607 | +1.2% | 0.57% | $13.9M | $60.06 |
| 2024 Q2 | ADDED | 219,997 | +3,469 | +1.6% | 0.62% | $14.0M | $60.31 |
| 2024 Q1 | ADDED | 216,528 | +24,250 | +12.6% | 0.64% | $13.7M | $59.58 |
| 2023 Q4 | ADDED | 192,278 | +5,330 | +2.9% | 0.50% | $9.9M | $48.00 |
| 2023 Q3 | ADDED | 186,948 | +18,741 | +11.1% | 0.43% | $7.7M | $37.89 |
As of 2025 Q4 — sorted by position size