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.
| 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 |
| 2024 Q4 | ADDED | 140,872 | +140 | +0.1% | 0.49% | $9.9M | $68.13 |
| 2024 Q3 | REDUCED | 140,732 | -3,484 | -2.4% | 0.44% | $8.8M | $60.06 |
| 2024 Q2 | REDUCED | 144,216 | -550 | -0.4% | 0.47% | $9.2M | $60.31 |
| 2024 Q1 | ADDED | 144,766 | +980 | +0.7% | 0.47% | $9.2M | $59.58 |
| 2023 Q4 | REDUCED | 143,786 | -4,683 | -3.2% | 0.41% | $7.4M | $48.00 |
| 2023 Q3 | REDUCED | 148,469 | -5,364 | -3.5% | 0.36% | $6.1M | $37.89 |
As of 2025 Q4 — sorted by position size