Number of Shares
24,678.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
2.47%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
43.22%

New Century Financial Group, LLC's Citigroup Inc Holding Summary

As of 2025-06-30, New Century Financial Group, LLC held 24,678.00 shares of Citigroup Inc(C), totaling $2.10 Mil. This investment constitutes 2.47% of their stock portfolio, and New Century Financial Group, LLC now holds 0% of the outstanding Citigroup Inc(C) stock.

The initial trade took place in 2023Q4. And since then New Century Financial Group, LLC has made 3 purchases of C, at an average price of $57.37, for a total of 56,677.00 shares. In addition, there have been 3 sales at an average price of $71.49 for 31,999.00 shares. Based on historical transaction data and C's current price of $95.99, New Century Financial Group, LLC's estimated gain on his C holdings is $1.41 Mil, reflecting a 43.22% gain to date.

New Century Financial Group, LLC C ($95.99) Holding Chart

New Century Financial Group, LLC C ($95.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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