Planned Solutions’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 | – | Sell |
-3,353
| Closed | -$138K | – | 194 |
|
|
2024
Q3 | $138K | Buy |
+3,353
| New | +$138K | 0.06% | 156 |
|
|
2024
Q1 | – | Sell |
-3,353
| Closed | -$111K | – | 169 |
|
|
2023
Q4 | $111K | Buy |
+3,353
| New | +$111K | 0.05% | 165 |
|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$79K | – | 118 |
|
|
2020
Q4 | $79K | Hold |
2,200
| – | – | 0.06% | 133 |
|
|
2020
Q3 | $56K | Buy |
+2,200
| New | +$56K | 0.05% | 133 |
|