Groesbeck Investment Management’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
Q1 | – | Sell |
-11,775
| Closed | -$390K | – | 95 |
|
|
2023
Q4 | $390K | Sell |
11,775
-8,100
| -41% | -$268K | 0.54% | 57 |
|
|
2023
Q3 | $533K | Buy |
19,875
+5,078
| +34% | +$136K | 0.81% | 45 |
|
|
2023
Q2 | $386K | Sell |
14,797
-2,890
| -16% | -$75.4K | 0.59% | 56 |
|
|
2023
Q1 | $537K | Buy |
17,687
+11,537
| +188% | +$350K | 0.8% | 45 |
|
|
2022
Q4 | $242K | Sell |
6,150
-7,085
| -54% | -$279K | 0.41% | 72 |
|
|
2022
Q3 | $472K | Hold |
13,235
| – | – | 0.78% | 48 |
|
|
2022
Q2 | $472K | Buy |
13,235
+4,052
| +44% | +$145K | 0.78% | 48 |
|
|
2022
Q1 | $416K | Buy |
+9,183
| New | +$416K | 0.47% | 75 |
|