CITIGROUP INC

Ticker: C CUSIP: 172967424 Class: COM NEW

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 33,511 Value ($000) $3,910 Avg Close $103.64 Range $93.10 - $122.84
Q3 2025
Shares 33,320 Value ($000) $3,382 Avg Close $94.11 Range $83.72 - $104.96
Q2 2025
Shares 31,542 Value ($000) $2,685 Avg Close $71.20 Range $54.39 - $84.38
Q1 2025
Shares 30,257 Value ($000) $2,148 Avg Close $74.53 Range $64.71 - $83.02
Q4 2024
Shares 30,338 Value ($000) $2,135 Avg Close $65.38 Range $58.76 - $71.40
Q3 2024
Shares 25,249 Value ($000) $1,581 Avg Close $59.42 Range $51.61 - $64.78
Q2 2024
Shares 26,494 Value ($000) $1,681 Avg Close $58.71 Range $53.73 - $62.07
Q1 2024
Shares 25,599 Value ($000) $1,619 Avg Close $52.53 Range $47.38 - $60.01
Q4 2023
Shares 26,086 Value ($000) $1,342 Avg Close $41.35 Range $35.35 - $48.59
Q3 2023
Shares 25,165 Value ($000) $1,035 Avg Close $40.46 Range $36.99 - $44.97
Q2 2023
Shares 25,277 Value ($000) $1,164 Avg Close $42.74 Range $40.01 - $45.68
Q1 2023
Shares 23,837 Value ($000) $1,118 Avg Close $44.28 Range $38.04 - $47.73
Q4 2022
Shares 23,597 Value ($000) $1,067 Avg Close $40.56 Range $35.47 - $45.34
Q3 2022
Shares 23,537 Value ($000) $981 Avg Close $43.67 Range $36.88 - $48.36
Q2 2022
Shares 22,313 Value ($000) $1,026 Avg Close $43.77 Range $39.73 - $47.62
Q1 2022
Shares 25,392 Value ($000) $1,355 Avg Close $53.50 Range $46.36 - $60.04
Q4 2021
Shares 25,385 Value ($000) $1,533 Avg Close $57.18 Range $49.64 - $63.09