Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,393
| Closed | -$341K | – | 860 |
|
|
2024
Q1 | $341K | Sell |
9,393
-17
| -0.2% | -$617 | 0.03% | 499 |
|
|
2023
Q4 | $312K | Sell |
9,410
-726
| -7% | -$24.1K | 0.03% | 515 |
|
|
2023
Q3 | $272K | Sell |
10,136
-2,085
| -17% | -$55.9K | 0.03% | 523 |
|
|
2023
Q2 | $319K | Sell |
12,221
-683
| -5% | -$17.8K | 0.04% | 429 |
|
|
2023
Q1 | $392K | Sell |
12,904
-66
| -0.5% | -$2K | 0.05% | 364 |
|
|
2022
Q4 | $511K | Sell |
12,970
-1,189
| -8% | -$46.8K | 0.07% | 276 |
|
|
2022
Q3 | $486K | Sell |
14,159
-390
| -3% | -$13.4K | 0.07% | 274 |
|
|
2022
Q2 | $519K | Sell |
14,549
-2,465
| -14% | -$87.9K | 0.08% | 270 |
|
|
2022
Q1 | $771K | Buy |
17,014
+1,638
| +11% | +$74.2K | 0.1% | 226 |
|
|
2021
Q4 | $727K | Buy |
15,376
+404
| +3% | +$19.1K | 0.1% | 242 |
|
|
2021
Q3 | $703K | Buy |
14,972
+2,483
| +20% | +$117K | 0.1% | 229 |
|
|
2021
Q2 | $572K | Buy |
12,489
+10,957
| +715% | +$502K | 0.07% | 295 |
|
|
2021
Q1 | $67K | Buy |
1,532
+14
| +0.9% | +$612 | 0.01% | 616 |
|
|
2020
Q4 | $54K | Buy |
1,518
+18
| +1% | +$640 | 0.01% | 540 |
|
|
2020
Q3 | $39.9K | Buy |
1,500
+1,426
| +1,927% | +$37.9K | 0.02% | 452 |
|
|
2020
Q2 | $1.77K | Sell |
74
-156
| -68% | -$3.73K | ﹤0.01% | 876 |
|
|
2020
Q1 | $4.33K | Buy |
230
+8
| +4% | +$150 | ﹤0.01% | 813 |
|
|
2019
Q4 | $8.65K | Buy |
+222
| New | +$8.65K | 0.01% | 616 |
|