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
2024 Q4 ADDED 23,100 +17,200 +291.5% 0.34% $1.6M $68.13
2024 Q3 ADDED 5,900 +1,000 +20.4% 0.10% $369K $60.06
2024 Q2 ADDED 4,900 +1,800 +58.1% 0.06% $311K $60.31
2024 Q1 REDUCED 3,100 -2,400 -43.6% 0.03% $196K $59.58
2023 Q4 REDUCED 5,500 -912,900 -99.4% 0.03% $283K $48.00
2023 Q4 ADDED 918,400 +913,356 +18107.8% 4.26% $47.2M $48.00
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% of Fund (quarterly)    C price (monthly, adj. close)
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