Level Four Advisory Services’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,768
| Closed | -$314K | – | 498 |
|
|
2019
Q4 | $314K | Buy |
7,768
+73
| +0.9% | +$2.95K | 0.01% | 461 |
|
|
2019
Q3 | $272K | Buy |
7,695
+88
| +1% | +$3.11K | 0.03% | 418 |
|
|
2019
Q2 | $269K | Buy |
7,607
+1,180
| +18% | +$41.7K | 0.03% | 442 |
|
|
2019
Q1 | $209K | Buy |
+6,427
| New | +$209K | 0.02% | 476 |
|
|
2018
Q4 | – | Sell |
-6,475
| Closed | -$250K | – | 538 |
|
|
2018
Q3 | $250K | Sell |
6,475
-790
| -11% | -$30.5K | 0.03% | 503 |
|
|
2018
Q2 | $283K | Sell |
7,265
-224
| -3% | -$8.73K | 0.02% | 491 |
|
|
2018
Q1 | $314K | Buy |
7,489
+427
| +6% | +$17.9K | 0.02% | 432 |
|
|
2017
Q4 | $296K | Buy |
7,062
+212
| +3% | +$8.89K | 0.02% | 454 |
|
|
2017
Q3 | $259K | Sell |
6,850
-300
| -4% | -$11.3K | 0.02% | 447 |
|
|
2017
Q2 | $246K | Sell |
7,150
-85
| -1% | -$2.92K | 0.04% | 421 |
|
|
2017
Q1 | $249K | Buy |
+7,235
| New | +$249K | 0.03% | 456 |
|