Montchanin Asset Management’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 | $466K | Buy |
10,650
+1,250
| +13% | +$54.7K | 0.45% | 39 |
|
|
2024
Q3 | $386K | Hold |
9,400
| – | – | 0.36% | 46 |
|
|
2024
Q2 | $339K | Hold |
9,400
| – | – | 0.32% | 49 |
|
|
2024
Q1 | $341K | Buy |
+9,400
| New | +$341K | 0.33% | 47 |
|
|
2023
Q2 | – | Sell |
-6,900
| Closed | -$209K | – | 52 |
|
|
2023
Q1 | $209K | Hold |
6,900
| – | – | 0.26% | 46 |
|
|
2022
Q4 | $272K | Buy |
6,900
+50
| +0.7% | +$1.97K | 0.37% | 40 |
|
|
2022
Q3 | $235K | Buy |
+6,850
| New | +$235K | 0.33% | 44 |
|