Impact Partnership Wealth’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 | – | Sell |
-11,988
| Closed | -$491K | – | 303 |
|
|
2025
Q1 | $491K | Buy |
+11,988
| New | +$491K | 0.1% | 113 |
|
|
2024
Q4 | – | Sell |
-13,436
| Closed | -$552K | – | 299 |
|
|
2024
Q3 | $552K | Sell |
13,436
-409
| -3% | -$16.8K | 0.12% | 101 |
|
|
2024
Q2 | $499K | Buy |
13,845
+226
| +2% | +$8.14K | 0.13% | 105 |
|
|
2024
Q1 | $494K | Sell |
13,619
-2,708
| -17% | -$98.3K | 0.2% | 73 |
|
|
2023
Q4 | $541K | Buy |
16,327
+4,001
| +32% | +$133K | 0.2% | 73 |
|
|
2023
Q3 | $330K | Buy |
12,326
+12,219
| +11,420% | +$327K | 0.1% | 114 |
|
|
2023
Q2 | $2.79K | Buy |
+107
| New | +$2.79K | ﹤0.01% | 588 |
|