Oak Thistle LLC’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-28,370
| Closed | -$1.16M | – | 479 |
|
2025
Q1 | $1.16M | Buy |
+28,370
| New | +$1.16M | 0.23% | 163 |
|
2024
Q4 | – | Sell |
-29,185
| Closed | -$1.2M | – | 424 |
|
2024
Q3 | $1.2M | Buy |
+29,185
| New | +$1.2M | 0.39% | 76 |
|
2024
Q2 | – | Sell |
-5,761
| Closed | -$209K | – | 318 |
|
2024
Q1 | $209K | Sell |
5,761
-31,435
| -85% | -$1.14M | 0.19% | 259 |
|
2023
Q4 | $1.23M | Buy |
+37,196
| New | +$1.23M | 0.35% | 81 |
|
2022
Q1 | – | Sell |
-11,801
| Closed | -$557K | – | 395 |
|
2021
Q4 | $557K | Buy |
+11,801
| New | +$557K | 0.43% | 77 |
|