L.J. Altfest & Co’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 | $670K | Sell |
14,967
-706
| -5% | -$31.6K | 0.08% | 183 |
|
|
2025
Q1 | $642K | Sell |
15,673
-181
| -1% | -$7.42K | 0.08% | 175 |
|
|
2024
Q4 | $694K | Buy |
15,854
+132
| +0.8% | +$5.78K | 0.09% | 160 |
|
|
2024
Q3 | $646K | Buy |
15,722
+20
| +0.1% | +$822 | 0.09% | 180 |
|
|
2024
Q2 | $566K | Buy |
15,702
+491
| +3% | +$17.7K | 0.08% | 174 |
|
|
2024
Q1 | $552K | Sell |
15,211
-594
| -4% | -$21.6K | 0.08% | 179 |
|
|
2023
Q4 | $524K | Buy |
15,805
+3,248
| +26% | +$108K | 0.08% | 176 |
|
|
2023
Q3 | $337K | Buy |
12,557
+110
| +0.9% | +$2.95K | 0.05% | 222 |
|
|
2023
Q2 | $325K | Buy |
12,447
+236
| +2% | +$6.16K | 0.05% | 228 |
|
|
2023
Q1 | $371K | Buy |
12,211
+2,504
| +26% | +$76.1K | 0.06% | 200 |
|
|
2022
Q4 | $382K | Buy |
9,707
+39
| +0.4% | +$1.54K | 0.06% | 181 |
|
|
2022
Q3 | $332K | Buy |
9,668
+99
| +1% | +$3.4K | 0.06% | 193 |
|
|
2022
Q2 | $342K | Buy |
+9,569
| New | +$342K | 0.06% | 185 |
|
|
2020
Q4 | – | Sell |
-39,152
| Closed | -$990K | – | 267 |
|
|
2020
Q3 | $990K | Buy |
39,152
+7,904
| +25% | +$200K | 0.26% | 65 |
|
|
2020
Q2 | $789K | Buy |
+31,248
| New | +$789K | 0.23% | 77 |
|