Advisor Partners II’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.46M Buy
54,520
+23,401
+75% +$627K 0.06% 359
2023
Q2
$812K Sell
31,119
-3,093
-9% -$80.7K 0.04% 449
2023
Q1
$1.04M Sell
34,212
-5,523
-14% -$168K 0.06% 346
2022
Q4
$1.56M Buy
39,735
+1,711
+4% +$67.4K 0.1% 232
2022
Q3
$1.31M Buy
+38,024
New +$1.31M 0.1% 218