Financial Synergies Wealth 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
Q2 | – | Sell |
-224
| Closed | -$8.13K | – | 135 |
|
|
2024
Q1 | $8.13K | Buy |
+224
| New | +$8.13K | ﹤0.01% | 262 |
|
|
2023
Q4 | – | Sell |
-217
| Closed | -$5.83K | – | 477 |
|
|
2023
Q3 | $5.83K | Buy |
217
+3
| +1% | +$81 | ﹤0.01% | 261 |
|
|
2023
Q2 | $5.59K | Sell |
214
-184
| -46% | -$4.81K | ﹤0.01% | 256 |
|
|
2023
Q1 | $12.1K | Buy |
+398
| New | +$12.1K | ﹤0.01% | 224 |
|