Bartlett & Co’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
Q4 | – | Sell |
-148
| Closed | -$4K | – | 1208 |
|
|
2023
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $4K | Hold |
148
| – | – | ﹤0.01% | 913 |
|
|
2022
Q4 | $6K | Buy |
+148
| New | +$6K | ﹤0.01% | 881 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$2K | – | 1168 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1158 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$4K | – | 949 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 800 |
|
|
2020
Q4 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 842 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$1K | – | 867 |
|
|
2019
Q2 | $1K | Buy |
28
+5
| +22% | +$179 | ﹤0.01% | 697 |
|
|
2019
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 666 |
|