Signature Estate & Investment 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-66,348
| Closed | -$2.02M | – | 177 |
|
2023
Q1 | $2.02M | Buy |
66,348
+10,935
| +20% | +$332K | 0.07% | 78 |
|
2022
Q4 | $2.18M | Buy |
55,413
+1,524
| +3% | +$60K | 0.08% | 77 |
|
2022
Q3 | $1.85M | Buy |
53,889
+3,949
| +8% | +$136K | 0.09% | 73 |
|
2022
Q2 | $1.78M | Buy |
49,940
+5,737
| +13% | +$205K | 0.09% | 73 |
|
2022
Q1 | $2M | Sell |
44,203
-5,470
| -11% | -$248K | 0.09% | 67 |
|
2021
Q4 | $2.35M | Buy |
49,673
+2,772
| +6% | +$131K | 0.11% | 67 |
|
2021
Q3 | $2.2M | Buy |
46,901
+9,534
| +26% | +$448K | 0.11% | 61 |
|
2021
Q2 | $1.71M | Buy |
+37,367
| New | +$1.71M | 0.08% | 75 |
|