Balasa Dinverno & Foltz’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $309K | Sell |
9,006
-99
| -1% | -$3.4K | 0.02% | 269 |
|
|
2022
Q2 | $325K | Sell |
9,105
-1,339
| -13% | -$47.8K | 0.02% | 260 |
|
|
2022
Q1 | $473K | Sell |
10,444
-486
| -4% | -$22K | 0.03% | 201 |
|
|
2021
Q4 | $516K | Buy |
10,930
+160
| +1% | +$7.55K | 0.03% | 197 |
|
|
2021
Q3 | $506K | Sell |
10,770
-159
| -1% | -$7.47K | 0.04% | 193 |
|
|
2021
Q2 | $501K | Buy |
10,929
+195
| +2% | +$8.94K | 0.04% | 187 |
|
|
2021
Q1 | $474K | Buy |
10,734
+370
| +4% | +$16.3K | 0.04% | 184 |
|
|
2020
Q4 | $371K | Buy |
10,364
+842
| +9% | +$30.1K | 0.03% | 198 |
|
|
2020
Q3 | $241K | Sell |
9,522
-62
| -0.6% | -$1.57K | 0.02% | 228 |
|
|
2020
Q2 | $242K | Sell |
9,584
-4,432
| -32% | -$112K | 0.03% | 199 |
|
|
2020
Q1 | $264K | Buy |
+14,016
| New | +$264K | 0.03% | 203 |
|