1620 Investment Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
7,980
+235
| +3% | +$10.5K | 0.25% | 111 |
|
|
2025
Q1 | $317K | Buy |
7,745
+32
| +0.4% | +$1.31K | 0.24% | 120 |
|
|
2024
Q4 | $338K | Buy |
7,713
+238
| +3% | +$10.4K | 0.26% | 121 |
|
|
2024
Q3 | $307K | Sell |
7,475
-925
| -11% | -$38K | 0.22% | 132 |
|
|
2024
Q2 | $303K | Buy |
8,400
+1,004
| +14% | +$36.2K | 0.23% | 123 |
|
|
2024
Q1 | $268K | Buy |
7,396
+85
| +1% | +$3.09K | 0.27% | 123 |
|
|
2023
Q4 | $242K | Buy |
+7,311
| New | +$242K | 0.26% | 121 |
|
|
2023
Q2 | – | Sell |
-7,192
| Closed | -$218K | – | 141 |
|
|
2023
Q1 | $218K | Buy |
+7,192
| New | +$218K | 0.26% | 120 |
|