Valmark Advisers’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
Q1 | – | Sell |
-24,489
| Closed | -$964K | – | 476 |
|
|
2022
Q4 | $964K | Sell |
24,489
-29
| -0.1% | -$1.14K | 0.02% | 217 |
|
|
2022
Q3 | $842K | Buy |
24,518
+272
| +1% | +$9.34K | 0.02% | 209 |
|
|
2022
Q2 | $865K | Sell |
24,246
-141
| -0.6% | -$5.03K | 0.02% | 215 |
|
|
2022
Q1 | $1.11M | Buy |
24,387
+1,038
| +4% | +$47K | 0.02% | 197 |
|
|
2021
Q4 | $1.1M | Buy |
23,349
+4,632
| +25% | +$219K | 0.02% | 186 |
|
|
2021
Q3 | $879K | Buy |
18,717
+462
| +3% | +$21.7K | 0.02% | 197 |
|
|
2021
Q2 | $837K | Buy |
18,255
+637
| +4% | +$29.2K | 0.02% | 207 |
|
|
2021
Q1 | $778K | Buy |
+17,618
| New | +$778K | 0.02% | 211 |
|