Fourthstone LLC’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 | $1.12M | Buy |
+25,100
| New | +$1.12M | 0.22% | 67 |
|
|
2023
Q3 | – | Sell |
-486,334
| Closed | -$12.7M | – | 101 |
|
|
2023
Q2 | $12.7M | Buy |
486,334
+383,223
| +372% | +$9.99M | 3.37% | 8 |
|
|
2023
Q1 | $3.13M | Buy |
103,111
+83,011
| +413% | +$2.52M | 1.1% | 27 |
|
|
2022
Q4 | $791K | Buy |
20,100
+5,000
| +33% | +$197K | 0.21% | 44 |
|
|
2022
Q3 | $519K | Buy |
+15,100
| New | +$519K | 0.17% | 47 |
|
|
2020
Q3 | – | Sell |
-42,600
| Closed | -$1.08M | – | 47 |
|
|
2020
Q2 | $1.08M | Sell |
42,600
-32,400
| -43% | -$818K | 0.9% | 22 |
|
|
2020
Q1 | $1.41M | Buy |
+75,000
| New | +$1.41M | 1.28% | 25 |
|