Bogart Wealth LLC’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 | $4.3K | Buy |
96
+13
| +16% | +$582 | ﹤0.01% | 963 |
|
|
2025
Q1 | $3.4K | Hold |
83
| – | – | ﹤0.01% | 967 |
|
|
2024
Q4 | $3.63K | Buy |
+83
| New | +$3.63K | ﹤0.01% | 955 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1079 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1075 |
|
|
2023
Q1 | – | Sell |
-153
| Closed | -$6.02K | – | 1129 |
|
|
2022
Q4 | $6.02K | Buy |
153
+119
| +350% | +$4.69K | ﹤0.01% | 632 |
|
|
2022
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 876 |
|
|
2022
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 820 |
|
|
2022
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 544 |
|
|
2020
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 426 |
|