Cetera Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $776K | Buy |
21,379
+3,434
| +19% | +$125K | 0.01% | 1297 |
|
2023
Q4 | $595K | Buy |
17,945
+1,455
| +9% | +$48.2K | 0.01% | 1033 |
|
2023
Q3 | $442K | Buy |
16,490
+3,228
| +24% | +$86.5K | 0.01% | 1134 |
|
2023
Q2 | $346K | Buy |
13,262
+1,986
| +18% | +$51.8K | 0.01% | 1235 |
|
2023
Q1 | $342K | Buy |
11,276
+404
| +4% | +$12.3K | 0.01% | 1213 |
|
2022
Q4 | $428K | Buy |
+10,872
| New | +$428K | 0.01% | 1053 |
|
2021
Q3 | – | Sell |
-7,750
| Closed | -$355K | – | 1413 |
|
2021
Q2 | $355K | Sell |
7,750
-815
| -10% | -$37.3K | 0.01% | 974 |
|
2021
Q1 | $378K | Buy |
8,565
+32
| +0.4% | +$1.41K | 0.01% | 857 |
|
2020
Q4 | $305K | Buy |
+8,533
| New | +$305K | 0.01% | 823 |
|
2018
Q4 | – | Sell |
-13,622
| Closed | -$527K | – | 861 |
|
2018
Q3 | $527K | Buy |
13,622
+5,300
| +64% | +$205K | 0.03% | 546 |
|
2018
Q2 | $324K | Buy |
8,322
+2,822
| +51% | +$110K | 0.02% | 640 |
|
2018
Q1 | $204K | Buy |
+5,500
| New | +$204K | 0.01% | 722 |
|