GCA
Gideon Capital Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,057
| Closed | -$977K | – | 36 |
|
|
2019
Q4 | $977K | Sell |
24,057
-50,022
| -68% | -$2.03M | 0.34% | 115 |
|
|
2019
Q3 | $2.62M | Buy |
74,079
+32,608
| +79% | +$1.15M | 0.86% | 17 |
|
|
2019
Q2 | $1.47M | Buy |
+41,471
| New | +$1.47M | 0.51% | 65 |
|
|
2019
Q1 | – | Sell |
-19,780
| Closed | -$588K | – | 393 |
|
|
2018
Q4 | $588K | Buy |
19,780
+11,717
| +145% | +$348K | 0.24% | 125 |
|
|
2018
Q3 | $311K | Sell |
8,063
-10,676
| -57% | -$412K | 0.15% | 233 |
|
|
2018
Q2 | $729K | Sell |
18,739
-979
| -5% | -$38.1K | 0.36% | 73 |
|
|
2018
Q1 | $828K | Buy |
+19,718
| New | +$828K | 0.51% | 33 |
|
|
2017
Q3 | – | Sell |
-15,654
| Closed | -$559K | – | 281 |
|
|
2017
Q2 | $559K | Sell |
15,654
-38,358
| -71% | -$1.37M | 0.62% | 30 |
|
|
2017
Q1 | $1.87M | Buy |
+54,012
| New | +$1.87M | 1.11% | 1 |
|
|
2016
Q3 | – | Sell |
-130,453
| Closed | -$2.61M | – | 195 |
|
|
2016
Q2 | $2.61M | Buy |
+130,453
| New | +$2.61M | 1.52% | 12 |
|