C Citigroup COM

Ownership history in Linscomb Wealth, Inc.  ·  60 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Citigroup COM (C). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.75% (2007 Q3)
Avg. % of fund
0.3%
First filed
2004 Q4
Last filed
2025 Q4
Quarters held
60
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 140,361 -844 -0.6% 0.69% $16.4M $116.08
2025 Q3 REDUCED 141,205 -1,700 -1.2% 0.62% $14.3M $100.38
2025 Q2 ADDED 142,905 +3,202 +2.3% 0.56% $12.2M $83.63
2025 Q1 REDUCED 139,703 -1,169 -0.8% 0.49% $9.9M $69.19
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    C price (monthly, adj. close)
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