Capital Advisors Ltd’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 | $5K | Sell |
122
-1
| -0.8% | -$41 | ﹤0.01% | 918 |
|
|
2025
Q1 | $5K | Hold |
123
| – | – | ﹤0.01% | 910 |
|
|
2024
Q4 | $5K | Hold |
123
| – | – | ﹤0.01% | 932 |
|
|
2024
Q3 | $5K | Hold |
123
| – | – | ﹤0.01% | 909 |
|
|
2024
Q2 | $4K | Sell |
123
-5
| -4% | -$163 | ﹤0.01% | 933 |
|
|
2024
Q1 | $5K | Buy |
128
+25
| +24% | +$977 | ﹤0.01% | 869 |
|
|
2023
Q4 | $3K | Buy |
103
+71
| +222% | +$2.07K | ﹤0.01% | 931 |
|
|
2023
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q2 | $1K | Buy |
32
+17
| +113% | +$531 | ﹤0.01% | 1106 |
|
|
2023
Q1 | $0 | Sell |
15
-194
| -93% | – | ﹤0.01% | 1236 |
|
|
2022
Q4 | $2K | Buy |
209
+187
| +850% | +$1.79K | ﹤0.01% | 832 |
|
|
2022
Q3 | $1K | Sell |
22
-7
| -24% | -$318 | ﹤0.01% | 977 |
|
|
2022
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 739 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 934 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 629 |
|
|
2020
Q3 | – | Sell |
-453
| Closed | -$99K | – | 448 |
|
|
2020
Q2 | $99K | Buy |
453
+137
| +43% | +$29.9K | 0.03% | 216 |
|
|
2020
Q1 | $6K | Buy |
+316
| New | +$6K | ﹤0.01% | 398 |
|