Stratos Wealth Partners’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,931
| Closed | -$224K | – | 1209 |
|
|
2022
Q1 | $224K | Sell |
4,931
-264
| -5% | -$12K | 0.01% | 1123 |
|
|
2021
Q4 | $245K | Buy |
5,195
+889
| +21% | +$41.9K | 0.01% | 1087 |
|
|
2021
Q3 | $202K | Sell |
4,306
-1,448
| -25% | -$67.9K | 0.01% | 1103 |
|
|
2021
Q2 | $264K | Buy |
+5,754
| New | +$264K | 0.01% | 1024 |
|
|
2018
Q4 | – | Sell |
-1,075
| Closed | -$41K | – | 1062 |
|
|
2018
Q3 | $41K | Buy |
+1,075
| New | +$41K | ﹤0.01% | 1537 |
|
|
2018
Q2 | – | Sell |
-1,056
| Closed | -$44K | – | 1212 |
|
|
2018
Q1 | $44K | Sell |
1,056
-1,970
| -65% | -$82.1K | ﹤0.01% | 1641 |
|
|
2017
Q4 | $127K | Buy |
+3,026
| New | +$127K | 0.01% | 1057 |
|