C CITIGROUP INC

Ownership history in Keystone Financial Group  ·  10 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Group 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.

Peak position
0.11% (2024 Q2)
Avg. % of fund
0.05%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,727 0% 0.02% $232K $100.38
2025 Q2 REDUCED 2,727 -206 -7.0% 0.02% $232K $83.63
2025 Q1 REDUCED 2,933 -1,715 -36.9% 0.02% $208K $69.19
2024 Q4 REDUCED 4,648 -37 -0.8% 0.03% $327K $68.13
2024 Q3 REDUCED 4,685 -200 -4.1% 0.10% $293K $60.06
2024 Q2 REDUCED 4,885 -53 -1.1% 0.11% $310K $60.31
2024 Q1 ADDED 4,938 +326 +7.1% 0.05% $312K $59.58
2023 Q4 REDUCED 4,612 -31 -0.7% 0.04% $237K $48.00
2023 Q2 ADDED 4,643 +160 +3.6% 0.04% $214K $41.93
2022 Q4 INITIATED 4,483 0.04% $203K
% of Fund (quarterly)    C price (monthly, adj. close)
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