CITIGROUP INC

Ticker: C CUSIP: 172967424 Class: COM NEW

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,368 Value ($000) $160 Avg Close $103.64 Range $93.10 - $122.84
Q3 2025
Shares 1,414 Value ($000) $144 Avg Close $94.11 Range $83.72 - $104.96
Q2 2025
Shares 1,414 Value ($000) $120 Avg Close $71.20 Range $54.39 - $84.38
Q1 2025
Shares 1,414 Value ($000) $100 Avg Close $74.53 Range $64.71 - $83.02
Q4 2024
Shares 1,443 Value ($000) $102 Avg Close $65.38 Range $58.76 - $71.40
Q3 2024
Shares 1,438 Value ($000) $90 Avg Close $59.42 Range $51.61 - $64.78
Q2 2024
Shares 1,172 Value ($000) $74 Avg Close $58.71 Range $53.73 - $62.07
Q1 2024
Shares 1,172 Value ($000) $74 Avg Close $52.53 Range $47.38 - $60.01
Q4 2023
Shares 2,450 Value ($000) $126 Avg Close $41.35 Range $35.35 - $48.59
Q3 2023
Shares 1,400 Value ($000) $58 Avg Close $40.46 Range $36.99 - $44.97
Q3 2022
Shares 8,234 Value ($000) $298 Avg Close $43.67 Range $36.88 - $48.36
Q2 2021
Shares 4,013 Value ($000) $165,312 Avg Close $62.72 Range $57.02 - $68.20
Q4 2020
Shares 4,885 Value ($000) $208 Avg Close $42.37 Range $33.64 - $51.80
Q3 2020
Shares 5,234 Value ($000) $183,638 Avg Close $41.02 Range $34.12 - $45.47
Q2 2020
Shares 4,690 Value ($000) $171,059 Avg Close $38.68 Range $29.68 - $51.10
Q1 2020
Shares 1,797 Value ($000) $75,690 Avg Close $54.19 Range $25.90 - $66.82
Q4 2019
Shares 6,981 Value ($000) $413,372 Avg Close $59.26 Range $51.72 - $64.66
Q3 2019
Shares 6,707 Value ($000) $349 Avg Close $54.15 Range $48.47 - $57.91
Q2 2019
Shares 6,287 Value ($000) $363,905 Avg Close $52.89 Range $49.08 - $56.64
Q1 2019
Shares 5,287 Value ($000) $300,997 Avg Close $48.78 Range $39.61 - $52.61
Q4 2018
Shares 687 Value ($000) $35 Avg Close $49.36 Range $37.85 - $57.44
Q3 2018
Shares 814 Value ($000) $58 Avg Close $54.77 Range $50.85 - $58.42