Belpointe Asset Management’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
Q1 | – | Sell |
-5,536
| Closed | -$238K | – | 930 |
|
|
2024
Q4 | $238K | Buy |
+5,536
| New | +$238K | 0.01% | 738 |
|
|
2023
Q2 | – | Sell |
-4,614
| Closed | -$140K | – | 1034 |
|
|
2023
Q1 | $140K | Sell |
4,614
-755
| -14% | -$22.9K | 0.01% | 1117 |
|
|
2022
Q4 | $211K | Buy |
5,369
+973
| +22% | +$38.3K | 0.01% | 876 |
|
|
2022
Q3 | $151K | Buy |
+4,396
| New | +$151K | 0.01% | 960 |
|
|
2022
Q2 | – | Sell |
-2,524
| Closed | -$115K | – | 1157 |
|
|
2022
Q1 | $115K | Buy |
+2,524
| New | +$115K | 0.01% | 1154 |
|
|
2021
Q4 | – | Sell |
-2,392
| Closed | -$112K | – | 1206 |
|
|
2021
Q3 | $112K | Buy |
+2,392
| New | +$112K | 0.01% | 1105 |
|