LWA
Lineweaver Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
37,021
+2,783
| +8% | +$237K | 0.5% | 41 |
|
|
2025
Q1 | $2.43M | Buy |
34,238
+2,107
| +7% | +$150K | 0.41% | 47 |
|
|
2024
Q4 | $2.26M | Buy |
32,131
+1,702
| +6% | +$120K | 0.42% | 50 |
|
|
2024
Q3 | $1.91M | Buy |
30,429
+2,042
| +7% | +$128K | 0.36% | 53 |
|
|
2024
Q2 | $1.8M | Buy |
28,387
+2,151
| +8% | +$137K | 0.37% | 51 |
|
|
2024
Q1 | $1.66M | Buy |
26,236
+2,027
| +8% | +$128K | 0.39% | 52 |
|
|
2023
Q4 | $1.25M | Buy |
24,209
+10,087
| +71% | +$519K | 0.32% | 64 |
|
|
2023
Q3 | $581K | Buy |
+14,122
| New | +$581K | 0.17% | 89 |
|