Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47
| Closed | -$1.69K | – | 967 |
|
|
2024
Q2 | $1.69K | Sell |
47
-320
| -87% | -$11.5K | ﹤0.01% | 676 |
|
|
2024
Q1 | $13.3K | Buy |
367
+125
| +52% | +$4.54K | ﹤0.01% | 541 |
|
|
2023
Q4 | $8.02K | Sell |
242
-294
| -55% | -$9.74K | ﹤0.01% | 589 |
|
|
2023
Q3 | $14.4K | Buy |
536
+30
| +6% | +$804 | ﹤0.01% | 566 |
|
|
2023
Q2 | $13.2K | Buy |
506
+121
| +31% | +$3.16K | ﹤0.01% | 567 |
|
|
2023
Q1 | $11.7K | Sell |
385
-121
| -24% | -$3.68K | ﹤0.01% | 571 |
|
|
2022
Q4 | $19.9K | Buy |
+506
| New | +$19.9K | 0.01% | 528 |
|
|
2022
Q3 | – | Sell |
-1,586
| Closed | -$57K | – | 314 |
|
|
2022
Q2 | $57K | Sell |
1,586
-131
| -8% | -$4.71K | 0.02% | 347 |
|
|
2022
Q1 | $78K | Sell |
1,717
-81
| -5% | -$3.68K | 0.02% | 339 |
|
|
2021
Q4 | $85K | Buy |
1,798
+694
| +63% | +$32.8K | 0.02% | 335 |
|
|
2021
Q3 | $52K | Sell |
1,104
-328
| -23% | -$15.4K | 0.02% | 215 |
|
|
2021
Q2 | $66K | Buy |
1,432
+284
| +25% | +$13.1K | 0.02% | 303 |
|
|
2021
Q1 | $51K | Buy |
1,148
+1,127
| +5,367% | +$50.1K | 0.02% | 335 |
|
|
2020
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 603 |
|