Rothschild Investment 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 | $23.7K | Buy |
529
+69
| +15% | +$3.09K | ﹤0.01% | 978 |
|
|
2025
Q1 | $18.8K | Buy |
460
+59
| +15% | +$2.42K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $17.5K | Sell |
401
-9
| -2% | -$394 | ﹤0.01% | 1032 |
|
|
2024
Q3 | $16.8K | Buy |
410
+43
| +12% | +$1.77K | ﹤0.01% | 1037 |
|
|
2024
Q2 | $13.2K | Buy |
367
+15
| +4% | +$540 | ﹤0.01% | 1061 |
|
|
2024
Q1 | $12.8K | Buy |
352
+80
| +29% | +$2.9K | ﹤0.01% | 1017 |
|
|
2023
Q4 | $9.01K | Buy |
+272
| New | +$9.01K | ﹤0.01% | 1008 |
|