Dakota Wealth Management’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
Q3 | – | Sell |
-8,666
| Closed | -$226K | – | 658 |
|
|
2023
Q2 | $226K | Hold |
8,666
| – | – | 0.01% | 556 |
|
|
2023
Q1 | $263K | Sell |
8,666
-1,552
| -15% | -$47.1K | 0.02% | 494 |
|
|
2022
Q4 | $402K | Sell |
10,218
-8,077
| -44% | -$318K | 0.03% | 393 |
|
|
2022
Q3 | $629K | Sell |
18,295
-37,324
| -67% | -$1.28M | 0.05% | 295 |
|
|
2022
Q2 | $1.99M | Sell |
55,619
-69,082
| -55% | -$2.47M | 0.18% | 131 |
|
|
2022
Q1 | $5.65M | Buy |
124,701
+102,436
| +460% | +$4.64M | 0.46% | 61 |
|
|
2021
Q4 | $1.05M | Buy |
22,265
+1,849
| +9% | +$87.4K | 0.11% | 155 |
|
|
2021
Q3 | $959K | Buy |
+20,416
| New | +$959K | 0.11% | 157 |
|