B.O.S.S. Retirement 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
Q4 | – | Sell |
-45,063
| Closed | -$1.85M | – | 192 |
|
|
2024
Q3 | $1.85M | Buy |
45,063
+793
| +2% | +$32.6K | 0.37% | 68 |
|
|
2024
Q2 | $1.6M | Buy |
44,270
+3,553
| +9% | +$128K | 0.41% | 65 |
|
|
2024
Q1 | $1.35M | Sell |
40,717
-4,647
| -10% | -$154K | 0.52% | 76 |
|
|
2023
Q4 | $1.5M | Sell |
45,364
-7,008
| -13% | -$232K | 0.29% | 117 |
|
|
2023
Q3 | $1.4M | Sell |
52,372
-6,167
| -11% | -$165K | 0.3% | 123 |
|
|
2023
Q2 | $1.53M | Buy |
58,539
+14,369
| +33% | +$375K | 0.32% | 123 |
|
|
2023
Q1 | $1.34M | Sell |
44,170
-1,802
| -4% | -$54.7K | 0.32% | 126 |
|
|
2022
Q4 | $1.81M | Buy |
+45,972
| New | +$1.81M | 0.46% | 86 |
|