Raymond James Trust’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
Q3 | $359K | Buy |
8,743
+1,593
| +22% | +$65.4K | 0.01% | 942 |
|
|
2024
Q2 | $258K | Buy |
7,150
+94
| +1% | +$3.39K | 0.01% | 1054 |
|
|
2024
Q1 | $256K | Buy |
7,056
+182
| +3% | +$6.61K | 0.01% | 1063 |
|
|
2023
Q4 | $228K | Buy |
+6,874
| New | +$228K | 0.01% | 1080 |
|
|
2023
Q2 | – | Sell |
-8,436
| Closed | -$256K | – | 1184 |
|
|
2023
Q1 | $256K | Buy |
8,436
+1,836
| +28% | +$55.7K | 0.01% | 946 |
|
|
2022
Q4 | $260K | Buy |
+6,600
| New | +$260K | 0.01% | 903 |
|
|
2022
Q1 | – | Sell |
-6,555
| Closed | -$310K | – | 1169 |
|
|
2021
Q4 | $310K | Buy |
6,555
+409
| +7% | +$19.3K | 0.01% | 888 |
|
|
2021
Q3 | $289K | Sell |
6,146
-497
| -7% | -$23.4K | 0.01% | 871 |
|
|
2021
Q2 | $305K | Buy |
6,643
+169
| +3% | +$7.76K | 0.01% | 848 |
|
|
2021
Q1 | $286K | Buy |
+6,474
| New | +$286K | 0.01% | 843 |
|