Tiedemann 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
Q3 | $752K | Buy |
+28,043
| New | +$752K | 0.03% | 143 |
|
|
2022
Q2 | – | Sell |
-28,264
| Closed | -$1.28M | – | 243 |
|
|
2022
Q1 | $1.28M | Buy |
28,264
+221
| +0.8% | +$10K | 0.07% | 127 |
|
|
2021
Q4 | $1.33M | Buy |
28,043
+10
| +0% | +$472 | 0.06% | 120 |
|
|
2021
Q3 | $1.32M | Sell |
28,033
-5,601
| -17% | -$263K | 0.07% | 113 |
|
|
2021
Q2 | $1.54M | Buy |
33,634
+5,400
| +19% | +$248K | 0.06% | 130 |
|
|
2021
Q1 | $1.25M | Sell |
28,234
-216
| -0.8% | -$9.54K | 0.05% | 141 |
|
|
2020
Q4 | $1.02M | Buy |
28,450
+130
| +0.5% | +$4.65K | 0.05% | 150 |
|
|
2020
Q3 | $716K | Hold |
28,320
| – | – | 0.03% | 201 |
|
|
2020
Q2 | $715K | Buy |
28,320
+9,982
| +54% | +$252K | 0.04% | 188 |
|
|
2020
Q1 | $345K | Buy |
18,338
+954
| +5% | +$17.9K | 0.02% | 224 |
|
|
2019
Q4 | $706K | Buy |
+17,384
| New | +$706K | 0.03% | 188 |
|
|
2019
Q2 | – | Sell |
-21,156
| Closed | -$688K | – | 314 |
|
|
2019
Q1 | $688K | Buy |
21,156
+22
| +0.1% | +$715 | 0.03% | 267 |
|
|
2018
Q4 | $628K | Buy |
+21,134
| New | +$628K | 0.03% | 259 |
|