Bogart Wealth LLC’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.74K | Buy |
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|
2025
Q2 | $4.3K | Buy |
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|
2025
Q1 | $3.4K | Hold |
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|
2024
Q4 | $3.63K | Buy |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.02K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $1K | Buy |
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