C CITIGROUP INC

Ownership history in NWF Advisory Services Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which NWF Advisory Services Inc. 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
1.7% (2025 Q1)
Avg. % of fund
1.13%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 93,642 -43,450 -31.7% 1.21% $10.9M $116.08
2025 Q3 ADDED 137,092 +136,292 +17036.5% 1.46% $6.3M $100.38
2025 Q3 REDUCED 800 -126,104 -99.4% 0.00% $3K $100.38
2025 Q2 REDUCED 126,904 -37,611 -22.9% 1.29% $10.8M $83.63
2025 Q1 INITIATED 164,515 1.70% $11.6M $69.19
% of Fund (quarterly)    C price (monthly, adj. close)
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