Lauer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,046
| Closed | -$251K | – | 38 |
|
|
2024
Q3 | $251K | Sell |
6,046
-553
| -8% | -$22.9K | 0.19% | 31 |
|
|
2024
Q2 | $252K | Sell |
6,599
-5,715
| -46% | -$218K | 0.2% | 34 |
|
|
2024
Q1 | $413K | Sell |
12,314
-419
| -3% | -$14.1K | 0.36% | 30 |
|
|
2023
Q4 | $422K | Buy |
12,733
+3,479
| +38% | +$115K | 0.39% | 27 |
|
|
2023
Q3 | $245K | Sell |
9,254
-6,709
| -42% | -$178K | 0.26% | 40 |
|
|
2023
Q2 | $510K | Buy |
+15,963
| New | +$510K | 0.53% | 26 |
|