Barrett & Company’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76K | Hold |
218
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $8.93K | Hold |
218
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $9.54K | Hold |
218
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $8.95K | Hold |
218
| – | – | ﹤0.01% | 436 |
|
|
2024
Q2 | $7.86K | Hold |
218
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $7.91K | Hold |
218
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $7.23K | Hold |
218
| – | – | ﹤0.01% | 441 |
|
|
2023
Q3 | $5.84K | Sell |
218
-500
| -70% | -$13.4K | ﹤0.01% | 469 |
|
|
2023
Q2 | $18.7K | Buy |
718
+500
| +229% | +$13K | 0.01% | 354 |
|
|
2023
Q1 | $6.62K | Hold |
218
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $8.58K | Hold |
218
| – | – | 0.01% | 392 |
|
|
2022
Q3 | $8.58K | Buy |
+218
| New | +$8.58K | 0.01% | 392 |
|