Sowell Financial Services’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 | $238K | Buy |
+5,314
| New | +$238K | 0.01% | 888 |
|
|
2022
Q2 | – | Sell |
-12,751
| Closed | -$495K | – | 288 |
|
|
2022
Q1 | $495K | Buy |
+12,751
| New | +$495K | 0.09% | 135 |
|
|
2021
Q2 | – | Sell |
-11,659
| Closed | -$573K | – | 889 |
|
|
2021
Q1 | $573K | Sell |
11,659
-1,206
| -9% | -$59.3K | 0.02% | 594 |
|
|
2020
Q4 | $460K | Buy |
12,865
+1,025
| +9% | +$36.7K | 0.02% | 549 |
|
|
2020
Q3 | $299K | Buy |
11,840
+11,559
| +4,114% | +$292K | 0.01% | 617 |
|
|
2020
Q2 | $7K | Sell |
281
-484
| -63% | -$12.1K | ﹤0.01% | 1790 |
|
|
2020
Q1 | $14K | Sell |
765
-22
| -3% | -$403 | ﹤0.01% | 1496 |
|
|
2019
Q4 | $32K | Sell |
787
-25
| -3% | -$1.02K | ﹤0.01% | 1293 |
|
|
2019
Q3 | $29K | Buy |
+812
| New | +$29K | ﹤0.01% | 1154 |
|