J.P. Morgan Private Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $6.58M | Sell |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $24.4M | Buy |
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|
2022
Q3 | $21.2M | Sell |
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|
2022
Q2 | $23.5M | Sell |
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|
2022
Q1 | $33.3M | Sell |
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|
2021
Q4 | $82.3M | Buy |
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|
2021
Q3 | $75M | Buy |
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|
2021
Q2 | $69.1M | Buy |
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|
2021
Q1 | $44.9M | Sell |
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|
2020
Q4 | $39.7M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $9.6M | Sell |
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|
2020
Q1 | $9.04M | Buy |
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|
2019
Q4 | $18.4M | Buy |
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|
2019
Q3 | $14.9M | Buy |
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|
2019
Q2 | $12.1M | Buy |
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|
2019
Q1 | $7.99M | Buy |
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|
2018
Q4 | $3.83M | Buy |
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|
2018
Q3 | $2.49M | Buy |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $221K | Sell |
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|
2017
Q1 | $222K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $423K | Buy |
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