Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,974
| Closed | -$527K | – | 287 |
|
|
2019
Q4 | $527K | Buy |
12,974
+88
| +0.7% | +$3.58K | 0.04% | 187 |
|
|
2019
Q3 | $456K | Buy |
12,886
+57
| +0.4% | +$2.02K | 0.04% | 183 |
|
|
2019
Q2 | $454K | Sell |
12,829
-633
| -5% | -$22.4K | 0.04% | 172 |
|
|
2019
Q1 | $438K | Buy |
13,462
+32
| +0.2% | +$1.04K | 0.04% | 175 |
|
|
2018
Q4 | $399K | Buy |
13,430
+2,990
| +29% | +$88.8K | 0.04% | 157 |
|
|
2018
Q3 | $403K | Sell |
10,440
-603
| -5% | -$23.3K | 0.04% | 170 |
|
|
2018
Q2 | $430K | Sell |
11,043
-5
| -0% | -$195 | 0.04% | 157 |
|
|
2018
Q1 | $464K | Sell |
11,048
-1,667
| -13% | -$70K | 0.05% | 153 |
|
|
2017
Q4 | $534K | Buy |
12,715
+1,770
| +16% | +$74.3K | 0.05% | 141 |
|
|
2017
Q3 | $414K | Buy |
10,945
+790
| +8% | +$29.9K | 0.05% | 148 |
|
|
2017
Q2 | $362K | Buy |
10,155
+589
| +6% | +$21K | 0.04% | 166 |
|
|
2017
Q1 | $331K | Buy |
9,566
+737
| +8% | +$25.5K | 0.04% | 166 |
|
|
2016
Q4 | $315K | Buy |
+8,829
| New | +$315K | 0.04% | 150 |
|