CITIGROUP INC

Ticker: C CUSIP: 172967424 Class: COM NEW

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 14,867 Value ($000) $1,735 Avg Close $103.64 Range $93.10 - $122.84
Q3 2025
Shares 25,719 Value ($000) $2,610 Avg Close $94.11 Range $83.72 - $104.96
Q2 2025
Shares 25,392 Value ($000) $2,161 Avg Close $71.20 Range $54.39 - $84.38
Q1 2025
Shares 36,639 Value ($000) $2,601 Avg Close $74.53 Range $64.71 - $83.02
Q4 2024
Shares 39,008 Value ($000) $2,746 Avg Close $65.38 Range $58.76 - $71.40
Q3 2024
Shares 38,858 Value ($000) $2,432 Avg Close $59.42 Range $51.61 - $64.78
Q2 2024
Shares 39,972 Value ($000) $2,537 Avg Close $58.71 Range $53.73 - $62.07
Q1 2024
Shares 37,677 Value ($000) $2,383 Avg Close $52.53 Range $47.38 - $60.01
Q4 2023
Shares 29,319 Value ($000) $1,508 Avg Close $41.35 Range $35.35 - $48.59
Q3 2023
Shares 18,566 Value ($000) $764 Avg Close $40.46 Range $36.99 - $44.97
Q2 2023
Shares 16,666 Value ($000) $767 Avg Close $42.74 Range $40.01 - $45.68
Q1 2023
Shares 14,702 Value ($000) $689 Avg Close $44.28 Range $38.04 - $47.73
Q4 2022
Shares 15,083 Value ($000) $682 Avg Close $40.56 Range $35.47 - $45.34
Q3 2022
Shares 15,709 Value ($000) $654 Avg Close $43.67 Range $36.88 - $48.36
Q2 2022
Shares 19,918 Value ($000) $916 Avg Close $43.77 Range $39.73 - $47.62
Q1 2022
Shares 22,711 Value ($000) $1,212 Avg Close $53.50 Range $46.36 - $60.04
Q4 2021
Shares 24,089 Value ($000) $1,454 Avg Close $57.18 Range $49.64 - $63.09
Q3 2021
Shares 13,770 Value ($000) $966 Avg Close $59.69 Range $54.67 - $63.88
Q2 2021
Shares 13,070 Value ($000) $924 Avg Close $62.72 Range $57.02 - $68.20
Q1 2021
Shares 14,378 Value ($000) $1,046 Avg Close $56.18 Range $48.42 - $64.22
Q4 2020
Shares 12,345 Value ($000) $761 Avg Close $42.37 Range $33.64 - $51.80
Q3 2020
Shares 12,000 Value ($000) $517 Avg Close $41.02 Range $34.12 - $45.47
Q2 2020
Shares 12,630 Value ($000) $645 Avg Close $38.68 Range $29.68 - $51.10