Evoke Wealth’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 | $391K | Buy |
+8,745
| New | +$391K | 0.01% | 384 |
|
|
2022
Q4 | – | Sell |
-222
| Closed | -$8K | – | 494 |
|
|
2022
Q3 | $8K | Sell |
222
-604
| -73% | -$21.8K | ﹤0.01% | 788 |
|
|
2022
Q2 | $29K | Buy |
826
+365
| +79% | +$12.8K | ﹤0.01% | 596 |
|
|
2022
Q1 | $21K | Buy |
461
+148
| +47% | +$6.74K | ﹤0.01% | 648 |
|
|
2021
Q4 | $15K | Hold |
313
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $14K | Hold |
313
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $14K | Sell |
313
-133
| -30% | -$5.95K | ﹤0.01% | 704 |
|
|
2021
Q1 | $20K | Buy |
446
+119
| +36% | +$5.34K | ﹤0.01% | 583 |
|
|
2020
Q4 | $12K | Buy |
327
+131
| +67% | +$4.81K | ﹤0.01% | 551 |
|
|
2020
Q3 | $5K | Hold |
196
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $5K | Buy |
196
+176
| +880% | +$4.49K | ﹤0.01% | 658 |
|
|
2020
Q1 | $376 | Sell |
20
-333
| -94% | -$6.26K | ﹤0.01% | 1044 |
|
|
2019
Q4 | $14.3K | Sell |
353
-30
| -8% | -$1.22K | ﹤0.01% | 664 |
|
|
2019
Q3 | $13.6K | Buy |
+383
| New | +$13.6K | ﹤0.01% | 757 |
|