Cedar Brook Financial Partners’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
Q1 | – | Sell |
-5,620
| Closed | -$221K | – | 391 |
|
2022
Q4 | $221K | Sell |
5,620
-248
| -4% | -$9.76K | 0.06% | 329 |
|
2022
Q3 | $202K | Sell |
5,868
-118
| -2% | -$4.05K | 0.06% | 327 |
|
2022
Q2 | $214K | Sell |
5,986
-298
| -5% | -$10.7K | 0.07% | 309 |
|
2022
Q1 | $285K | Sell |
6,284
-1,515
| -19% | -$68.7K | 0.07% | 294 |
|
2021
Q4 | $369K | Sell |
7,799
-366
| -4% | -$17.3K | 0.09% | 235 |
|
2021
Q3 | $384K | Sell |
8,165
-315
| -4% | -$14.8K | 0.12% | 204 |
|
2021
Q2 | $389K | Buy |
8,480
+301
| +4% | +$13.8K | 0.11% | 216 |
|
2021
Q1 | $361K | Sell |
8,179
-486
| -6% | -$21.5K | 0.13% | 192 |
|
2020
Q4 | $310K | Buy |
8,665
+186
| +2% | +$6.65K | 0.11% | 207 |
|
2020
Q3 | $214K | Buy |
+8,479
| New | +$214K | 0.08% | 262 |
|