Legacy Financial Group (Iowa)
C icon

Legacy Financial Group (Iowa)’s Citigroup C Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-245
Closed -$10.1K – 94
2023
Q3 		$10.1K Buy
+245
New +$10.8K ﹤0.01% 334

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Morgan Stanley
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Berkshire Hathaway
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Geode Capital Management
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Bank of New York Mellon
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
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Northern Trust
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Legacy Financial Group (Iowa)'s C Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Citigroup (C) in Q4 2023, closing a stake of 245 shares — an estimated $10.1K sold.

Legacy Financial Group (Iowa) first reported a position in C in Q3 2023 and held it in 1 quarter. The position peaked at $10.1K in Q3 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 245 Citigroup shares in Q4 2023, an estimated $10.1K.
  • Legacy Financial Group (Iowa) first reported a position in Citigroup in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Citigroup position peaked at $10.1K in Q3 2023.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.