Independent Advisor Alliance’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,704
| Closed | -$204K | – | 675 |
|
|
2023
Q1 | $204K | Sell |
6,704
-8,650
| -56% | -$263K | 0.01% | 617 |
|
|
2022
Q4 | $604 | Buy |
15,354
+4,884
| +47% | +$192 | ﹤0.01% | 335 |
|
|
2022
Q3 | $360K | Buy |
10,470
+2,175
| +26% | +$74.8K | 0.02% | 447 |
|
|
2022
Q2 | $296K | Sell |
8,295
-610
| -7% | -$21.8K | 0.02% | 488 |
|
|
2022
Q1 | $404K | Buy |
+8,905
| New | +$404K | 0.02% | 448 |
|
|
2021
Q3 | – | Sell |
-13,928
| Closed | -$639K | – | 639 |
|
|
2021
Q2 | $639K | Buy |
13,928
+1,172
| +9% | +$53.8K | 0.04% | 341 |
|
|
2021
Q1 | $563K | Buy |
+12,756
| New | +$563K | 0.03% | 342 |
|
|
2020
Q2 | – | Sell |
-10,202
| Closed | -$192K | – | 488 |
|
|
2020
Q1 | $192K | Buy |
+10,202
| New | +$192K | 0.03% | 364 |
|