FormulaFolio Investments’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
Q2 | $81K | Hold |
1,768
| – | – | 0.03% | 121 |
|
|
2021
Q1 | $87K | Buy |
+1,768
| New | +$87K | 0.03% | 114 |
|
|
2019
Q1 | – | Sell |
-28,475
| Closed | -$1.1M | – | 331 |
|
|
2018
Q4 | $1.1M | Sell |
28,475
-156
| -0.5% | -$6.02K | 0.05% | 127 |
|
|
2018
Q3 | $1.1M | Sell |
28,631
-606
| -2% | -$23.4K | 0.05% | 127 |
|
|
2018
Q2 | $1.14M | Buy |
29,237
+2,515
| +9% | +$97.8K | 0.05% | 115 |
|
|
2018
Q1 | $1.12M | Buy |
26,722
+7,189
| +37% | +$302K | 0.07% | 92 |
|
|
2017
Q4 | $820K | Buy |
+19,533
| New | +$820K | 0.05% | 117 |
|
|
2017
Q3 | – | Sell |
-11,477
| Closed | -$410K | – | 222 |
|
|
2017
Q2 | $410K | Buy |
+11,477
| New | +$410K | 0.04% | 144 |
|