LWL
Leo Wealth LLC’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
10,771
+3,041
| +39% | +$259K | 0.07% | 175 |
|
|
2025
Q1 | $549K | Sell |
7,730
-2,272
| -23% | -$161K | 0.08% | 166 |
|
|
2024
Q4 | $704K | Buy |
10,002
+75
| +0.8% | +$5.28K | 0.06% | 193 |
|
|
2024
Q3 | $621K | Sell |
9,927
-693
| -7% | -$43.4K | 0.06% | 200 |
|
|
2024
Q2 | $674K | Sell |
10,620
-1,392
| -12% | -$88.3K | 0.07% | 189 |
|
|
2024
Q1 | $760K | Sell |
12,012
-2,987
| -20% | -$189K | 0.08% | 175 |
|
|
2023
Q4 | $793K | Buy |
+14,999
| New | +$793K | 0.08% | 156 |
|