TCI Wealth 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 |
-647
| Closed | -$19.6K | – | 561 |
|
|
2023
Q1 | $19.6K | Sell |
647
-566
| -47% | -$17.2K | ﹤0.01% | 714 |
|
|
2022
Q4 | $47.7K | Sell |
1,213
-36
| -3% | -$1.42K | 0.01% | 426 |
|
|
2022
Q3 | $43K | Buy |
1,249
+112
| +10% | +$3.86K | 0.01% | 404 |
|
|
2022
Q2 | $41K | Buy |
1,137
+74
| +7% | +$2.67K | 0.01% | 421 |
|
|
2022
Q1 | $48K | Sell |
1,063
-100
| -9% | -$4.52K | 0.01% | 416 |
|
|
2021
Q4 | $55K | Buy |
1,163
+227
| +24% | +$10.7K | 0.01% | 385 |
|
|
2021
Q3 | $44K | Buy |
936
+228
| +32% | +$10.7K | 0.01% | 443 |
|
|
2021
Q2 | $32K | Buy |
708
+39
| +6% | +$1.76K | 0.01% | 485 |
|
|
2021
Q1 | $30K | Buy |
669
+109
| +19% | +$4.89K | 0.01% | 460 |
|
|
2020
Q4 | $20K | Buy |
560
+18
| +3% | +$643 | 0.01% | 470 |
|
|
2020
Q3 | $14K | Buy |
542
+216
| +66% | +$5.58K | 0.01% | 493 |
|
|
2020
Q2 | $8K | Buy |
326
+153
| +88% | +$3.76K | ﹤0.01% | 605 |
|
|
2020
Q1 | $3K | Sell |
173
-731
| -81% | -$12.7K | ﹤0.01% | 833 |
|
|
2019
Q4 | $37K | Buy |
904
+895
| +9,944% | +$36.6K | 0.01% | 437 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1424 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$1K | – | 1413 |
|
|
2018
Q4 | $1K | Sell |
38
-34
| -47% | -$895 | ﹤0.01% | 1159 |
|
|
2018
Q3 | $3K | Sell |
72
-268
| -79% | -$11.2K | ﹤0.01% | 892 |
|
|
2018
Q2 | $13K | Hold |
340
| – | – | 0.01% | 587 |
|
|
2018
Q1 | $14K | Buy |
340
+150
| +79% | +$6.18K | 0.01% | 552 |
|
|
2017
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 669 |
|
|
2017
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 657 |
|
|
2017
Q2 | $7K | Hold |
190
| – | – | ﹤0.01% | 656 |
|
|
2017
Q1 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 639 |
|