Transform Wealth’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 |
-27,487
| Closed | -$835K | – | 261 |
|
|
2023
Q1 | $835K | Buy |
27,487
+1,093
| +4% | +$33.2K | 0.08% | 137 |
|
|
2022
Q4 | $1.04M | Sell |
26,394
-3,332
| -11% | -$131K | 0.12% | 119 |
|
|
2022
Q3 | $1.02M | Sell |
29,726
-3,582
| -11% | -$123K | 0.13% | 94 |
|
|
2022
Q2 | $1.19M | Sell |
33,308
-106,595
| -76% | -$3.81M | 0.18% | 89 |
|
|
2022
Q1 | $6.34M | Buy |
139,903
+37,979
| +37% | +$1.72M | 0.71% | 51 |
|
|
2021
Q4 | $4.82M | Buy |
+101,924
| New | +$4.82M | 0.5% | 65 |
|