Heritage Trust’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-350
Closed -$10K 215
2018
Q4
$10K Hold
350
﹤0.01% 307
2018
Q3
$13K Hold
350
﹤0.01% 298
2018
Q2
$14K Hold
350
0.01% 276
2018
Q1
$15K Hold
350
0.01% 271
2017
Q4
$15K Buy
+350
New +$15K 0.01% 257