HIM
Hotaling Investment Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-46,486
| Closed | -$1.17M | – | 108 |
|
|
2020
Q2 | $1.17M | Buy |
46,486
+10,988
| +31% | +$277K | 0.68% | 52 |
|
|
2020
Q1 | $668K | Sell |
35,498
-48,461
| -58% | -$912K | 0.5% | 63 |
|
|
2019
Q4 | $3.41M | Buy |
83,959
+14,635
| +21% | +$594K | 1.96% | 11 |
|
|
2019
Q3 | $2.45M | Buy |
69,324
+1,505
| +2% | +$53.2K | 1.58% | 20 |
|
|
2019
Q2 | $2.4M | Sell |
67,819
-474
| -0.7% | -$16.8K | 1.54% | 19 |
|
|
2019
Q1 | $2.22M | Buy |
68,293
+1,126
| +2% | +$36.6K | 1.5% | 20 |
|
|
2018
Q4 | $2M | Buy |
+67,167
| New | +$2M | 1.62% | 19 |
|