BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.3K | Hold |
50
| – | – | ﹤0.01% | 728 |
|
|
2023
Q1 | $1.52K | Hold |
50
| – | – | ﹤0.01% | 863 |
|
|
2022
Q4 | $1.97K | Sell |
50
-654
| -93% | -$25.7K | ﹤0.01% | 802 |
|
|
2022
Q3 | $24K | Sell |
704
-1,400
| -67% | -$47.7K | ﹤0.01% | 465 |
|
|
2022
Q2 | $75K | Hold |
2,104
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $95K | Sell |
2,104
-207
| -9% | -$9.35K | 0.01% | 314 |
|
|
2021
Q4 | $109K | Buy |
2,311
+2,261
| +4,522% | +$107K | 0.01% | 324 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 865 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 797 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 764 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 762 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 771 |
|
|
2020
Q2 | $1K | Buy |
50
+16
| +47% | +$320 | ﹤0.01% | 831 |
|
|
2020
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 801 |
|
|
2019
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 832 |
|
|
2019
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 693 |
|
|
2019
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 684 |
|
|
2018
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 646 |
|