Reilly Financial Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $95K | Buy |
2,000
+1,885
| +1,639% | +$89.5K | 0.01% | 295 |
|
2021
Q3 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 737 |
|
2020
Q1 | – | Sell |
-625
| Closed | -$25K | – | 888 |
|
2019
Q4 | $25K | Hold |
625
| – | – | ﹤0.01% | 454 |
|
2019
Q3 | $22K | Hold |
625
| – | – | ﹤0.01% | 480 |
|
2019
Q2 | $22K | Sell |
625
-1,312
| -68% | -$46.2K | ﹤0.01% | 509 |
|
2019
Q1 | $63K | Buy |
1,937
+11
| +0.6% | +$358 | 0.01% | 304 |
|
2018
Q4 | $57K | Buy |
1,926
+10
| +0.5% | +$296 | 0.01% | 305 |
|
2018
Q3 | $74K | Buy |
1,916
+1,291
| +207% | +$49.9K | 0.01% | 294 |
|
2018
Q2 | $24K | Hold |
625
| – | – | ﹤0.01% | 450 |
|
2018
Q1 | $26K | Buy |
+625
| New | +$26K | ﹤0.01% | 413 |
|