Financial Architects (New Jersey)’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,701
| Closed | -$537K | – | 329 |
|
|
2021
Q2 | $537K | Buy |
11,701
+2,635
| +29% | +$121K | 0.08% | 187 |
|
|
2021
Q1 | $400K | Buy |
+9,066
| New | +$400K | 0.06% | 225 |
|
|
2020
Q2 | – | Sell |
-29
| Closed | -$1K | – | 847 |
|
|
2020
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 802 |
|
|
2019
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 864 |
|
|
2019
Q3 | $1K | Sell |
29
-150
| -84% | -$5.17K | ﹤0.01% | 921 |
|
|
2019
Q2 | $6K | Sell |
179
-952
| -84% | -$31.9K | ﹤0.01% | 859 |
|
|
2019
Q1 | $37K | Buy |
1,131
+92
| +9% | +$3.01K | 0.01% | 615 |
|
|
2018
Q4 | $31K | Buy |
1,039
+17
| +2% | +$507 | 0.01% | 603 |
|
|
2018
Q3 | $39K | Sell |
1,022
-6,677
| -87% | -$255K | 0.01% | 601 |
|
|
2018
Q2 | $300K | Sell |
7,699
-1,196
| -13% | -$46.6K | 0.05% | 222 |
|
|
2018
Q1 | $373K | Sell |
8,895
-78
| -0.9% | -$3.27K | 0.07% | 183 |
|
|
2017
Q4 | $377K | Sell |
8,973
-300
| -3% | -$12.6K | 0.06% | 186 |
|
|
2017
Q3 | $352K | Buy |
9,273
+188
| +2% | +$7.14K | 0.06% | 192 |
|
|
2017
Q2 | $324K | Buy |
9,085
+2,009
| +28% | +$71.6K | 0.06% | 197 |
|
|
2017
Q1 | $245K | Buy |
7,076
+6,116
| +637% | +$212K | 0.04% | 242 |
|
|
2016
Q4 | $34K | Sell |
960
-7
| -0.7% | -$248 | 0.01% | 679 |
|
|
2016
Q3 | $24K | Buy |
967
+2
| +0.2% | +$50 | 0.01% | 786 |
|
|
2016
Q2 | $19K | Buy |
+965
| New | +$19K | 0.01% | 789 |
|