B. Riley 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-42,739
| Closed | -$1.11M | – | 1517 |
|
2023
Q2 | $1.11M | Buy |
+42,739
| New | +$1.11M | 0.03% | 529 |
|
2022
Q4 | – | Sell |
-6,171
| Closed | -$212K | – | 1506 |
|
2022
Q3 | $212K | Buy |
+6,171
| New | +$212K | 0.01% | 1193 |
|
2021
Q2 | – | Sell |
-13,923
| Closed | -$614K | – | 1383 |
|
2021
Q1 | $614K | Buy |
+13,923
| New | +$614K | 0.02% | 640 |
|
2018
Q2 | – | Sell |
-12,106
| Closed | -$508K | – | 679 |
|
2018
Q1 | $508K | Buy |
+12,106
| New | +$508K | 0.07% | 309 |
|