Patriot Financial Group Insurance Agency’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,815
| Closed | -$65K | – | 647 |
|
|
2022
Q2 | $65K | Buy |
1,815
+306
| +20% | +$11K | 0.01% | 650 |
|
|
2022
Q1 | $68K | Sell |
1,509
-175
| -10% | -$7.89K | 0.01% | 694 |
|
|
2021
Q4 | $80K | Buy |
1,684
+1
| +0.1% | +$48 | 0.01% | 713 |
|
|
2021
Q3 | $79K | Buy |
1,683
+40
| +2% | +$1.88K | 0.01% | 719 |
|
|
2021
Q2 | $75K | Buy |
1,643
+240
| +17% | +$11K | 0.01% | 707 |
|
|
2021
Q1 | $62K | Buy |
1,403
+351
| +33% | +$15.5K | 0.01% | 699 |
|
|
2020
Q4 | $38K | Buy |
1,052
+25
| +2% | +$903 | 0.01% | 770 |
|
|
2020
Q3 | $26K | Buy |
1,027
+1,012
| +6,747% | +$25.6K | 0.01% | 712 |
|
|
2020
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1670 |
|
|
2020
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1178 |
|
|
2019
Q3 | $1K | Sell |
15
-59
| -80% | -$3.93K | ﹤0.01% | 1153 |
|
|
2019
Q2 | $3K | Sell |
74
-7
| -9% | -$284 | ﹤0.01% | 1028 |
|
|
2019
Q1 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 930 |
|
|
2018
Q2 | – | Sell |
-95
| Closed | -$4K | – | 632 |
|
|
2018
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 761 |
|
|
2017
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 759 |
|
|
2017
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 722 |
|
|
2017
Q2 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 707 |
|