C CITIGROUP INC COM NEW COM

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  60 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in CITIGROUP INC COM NEW COM (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
4.26% (2023 Q4)
Avg. % of fund
0.3%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
60
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 100,558 +75,784 +305.9% 1.53% $11.7M $116.08
2025 Q3 ADDED 24,774 +23,517 +1870.9% 0.52% $2.5M $100.38
2025 Q2 REDUCED 1,257 -6,443 -83.7% 0.02% $107K $83.63
2025 Q1 REDUCED 7,700 -15,400 -66.7% 0.09% $547K $69.19
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    C price (monthly, adj. close)
← Back to SUMMIT SECURITIES GROUP LLC Holdings