Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-232
| Closed | -$11K | – | 787 |
|
|
2021
Q2 | $11K | Buy |
+232
| New | +$11K | ﹤0.01% | 614 |
|
|
2020
Q3 | – | Sell |
-825
| Closed | -$21K | – | 594 |
|
|
2020
Q2 | $21K | Hold |
825
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $16K | Hold |
825
| – | – | ﹤0.01% | 489 |
|
|
2019
Q4 | $34K | Hold |
825
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $29K | Hold |
825
| – | – | ﹤0.01% | 472 |
|
|
2019
Q2 | $29K | Hold |
825
| – | – | ﹤0.01% | 467 |
|
|
2019
Q1 | $27K | Hold |
825
| – | – | ﹤0.01% | 480 |
|
|
2018
Q4 | $24K | Buy |
+825
| New | +$24K | ﹤0.01% | 486 |
|