TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$290 | – | 186 |
|
|
2024
Q1 | $290 | Hold |
8
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $265 | Hold |
8
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $209 | Hold |
8
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $209 | Hold |
8
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $243 | Buy |
8
+7
| +700% | +$213 | ﹤0.01% | 427 |
|
|
2022
Q4 | $452 | Buy |
+1
| New | +$452 | ﹤0.01% | 491 |
|