Montag & Associates’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
Q4 | – | Sell |
-298
| Closed | -$7.99K | – | 915 |
|
|
2023
Q3 | $7.99K | Hold |
298
| – | – | ﹤0.01% | 763 |
|
|
2023
Q2 | $7.77K | Sell |
298
-1,350
| -82% | -$35.2K | ﹤0.01% | 776 |
|
|
2023
Q1 | $50.1K | Hold |
1,648
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $64.9K | Hold |
1,648
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $57K | Buy |
1,648
+1,350
| +453% | +$46.7K | ﹤0.01% | 513 |
|
|
2022
Q2 | $11K | Hold |
298
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $14K | Hold |
298
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $14K | Hold |
298
| – | – | ﹤0.01% | 701 |
|
|
2021
Q3 | $14K | Hold |
298
| – | – | ﹤0.01% | 700 |
|
|
2021
Q2 | $14K | Hold |
298
| – | – | ﹤0.01% | 695 |
|
|
2021
Q1 | $13K | Hold |
298
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $11K | Buy |
+298
| New | +$11K | ﹤0.01% | 698 |
|