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