Annis Gardner Whiting Capital 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 | $761 | Hold |
17
| – | – | ﹤0.01% | 1127 |
|
|
2025
Q1 | $697 | Sell |
17
-41
| -71% | -$1.68K | ﹤0.01% | 722 |
|
|
2024
Q4 | $2.54K | Buy |
+58
| New | +$2.54K | ﹤0.01% | 672 |
|
|
2024
Q3 | – | Sell |
-34
| Closed | -$1.23K | – | 776 |
|
|
2024
Q2 | $1.23K | Sell |
34
-81
| -70% | -$2.92K | ﹤0.01% | 878 |
|
|
2024
Q1 | $4.17K | Buy |
115
+17
| +17% | +$617 | ﹤0.01% | 778 |
|
|
2023
Q4 | $3.25K | Buy |
98
+27
| +38% | +$895 | ﹤0.01% | 587 |
|
|
2023
Q3 | $1.9K | Buy |
+71
| New | +$1.9K | ﹤0.01% | 618 |
|