Legacy Financial Advisors’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
Q1 | – | Sell |
-13,959
| Closed | -$550K | – | 254 |
|
|
2022
Q4 | $550K | Buy |
13,959
+971
| +7% | +$38.2K | 0.12% | 107 |
|
|
2022
Q3 | $446K | Buy |
12,988
+3,602
| +38% | +$124K | 0.11% | 105 |
|
|
2022
Q2 | $335K | Buy |
+9,386
| New | +$335K | 0.08% | 135 |
|
|
2019
Q2 | – | Sell |
-1,497
| Closed | -$49K | – | 253 |
|
|
2019
Q1 | $49K | Sell |
1,497
-72
| -5% | -$2.36K | 0.02% | 277 |
|
|
2018
Q4 | $47K | Sell |
1,569
-3,195
| -67% | -$95.7K | 0.02% | 249 |
|
|
2018
Q3 | $183K | Sell |
4,764
-136
| -3% | -$5.22K | 0.07% | 113 |
|
|
2018
Q2 | $193K | Sell |
4,900
-1,010
| -17% | -$39.8K | 0.07% | 107 |
|
|
2018
Q1 | $252K | Buy |
5,910
+4,744
| +407% | +$202K | 0.1% | 93 |
|
|
2017
Q4 | $48K | Buy |
+1,166
| New | +$48K | 0.02% | 244 |
|