SWA
Sutton Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.12K | Buy |
79
+5
| +7% | +$134 | ﹤0.01% | 713 |
|
|
2023
Q2 | $1.93K | Buy |
74
+30
| +68% | +$782 | ﹤0.01% | 699 |
|
|
2023
Q1 | $1.34K | Buy |
44
+6
| +16% | +$182 | ﹤0.01% | 699 |
|
|
2022
Q4 | $1.5K | Hold |
38
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q3 | $1.31K | Buy |
38
+9
| +31% | +$309 | ﹤0.01% | 1238 |
|
|
2022
Q2 | $1.04K | Sell |
29
-32
| -52% | -$1.14K | ﹤0.01% | 1274 |
|
|
2022
Q1 | $2.77K | Buy |
61
+42
| +221% | +$1.9K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $898 | Hold |
19
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q3 | $893 | Hold |
19
| – | – | ﹤0.01% | 1250 |
|
|
2021
Q2 | $872 | Hold |
19
| – | – | ﹤0.01% | 1237 |
|
|
2021
Q1 | $839 | Hold |
19
| – | – | ﹤0.01% | 1211 |
|
|
2020
Q4 | $679 | Hold |
19
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q3 | $480 | Hold |
19
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q2 | $480 | Hold |
19
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q1 | $357 | Sell |
19
-76
| -80% | -$1.43K | ﹤0.01% | 1158 |
|
|
2019
Q4 | $3.86K | Hold |
95
| – | – | ﹤0.01% | 978 |
|
|
2019
Q3 | $3.36K | Hold |
95
| – | – | ﹤0.01% | 992 |
|
|
2019
Q2 | $3.36K | Buy |
+95
| New | +$3.36K | ﹤0.01% | 983 |
|