Veritable’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 |
-10,803
| Closed | -$328K | – | 898 |
|
|
2023
Q1 | $328K | Buy |
10,803
+1,228
| +13% | +$37.3K | 0.01% | 657 |
|
|
2022
Q4 | $377K | Buy |
9,575
+2,281
| +31% | +$89.8K | 0.01% | 599 |
|
|
2022
Q3 | $251K | Sell |
7,294
-1,319
| -15% | -$45.4K | ﹤0.01% | 682 |
|
|
2022
Q2 | $307K | Buy |
8,613
+1,517
| +21% | +$54.1K | 0.01% | 670 |
|
|
2022
Q1 | $322K | Buy |
7,096
+493
| +7% | +$22.4K | ﹤0.01% | 693 |
|
|
2021
Q4 | $312K | Buy |
6,603
+412
| +7% | +$19.5K | ﹤0.01% | 700 |
|
|
2021
Q3 | $291K | Buy |
6,191
+40
| +0.7% | +$1.88K | ﹤0.01% | 692 |
|
|
2021
Q2 | $282K | Sell |
6,151
-30
| -0.5% | -$1.38K | ﹤0.01% | 703 |
|
|
2021
Q1 | $273K | Buy |
6,181
+37
| +0.6% | +$1.63K | ﹤0.01% | 686 |
|
|
2020
Q4 | $220K | Buy |
+6,144
| New | +$220K | ﹤0.01% | 733 |
|
|
2020
Q1 | – | Sell |
-7,868
| Closed | -$320K | – | 739 |
|
|
2019
Q4 | $320K | Sell |
7,868
-192
| -2% | -$7.81K | 0.01% | 653 |
|
|
2019
Q3 | $285K | Sell |
8,060
-59
| -0.7% | -$2.09K | 0.01% | 656 |
|
|
2019
Q2 | $287K | Sell |
8,119
-144
| -2% | -$5.09K | 0.01% | 656 |
|
|
2019
Q1 | $269K | Buy |
8,263
+854
| +12% | +$27.8K | 0.01% | 675 |
|
|
2018
Q4 | $220K | Buy |
7,409
+416
| +6% | +$12.4K | 0.01% | 703 |
|
|
2018
Q3 | $270K | Buy |
6,993
+17
| +0.2% | +$656 | 0.01% | 670 |
|
|
2018
Q2 | $271K | Buy |
6,976
+43
| +0.6% | +$1.67K | 0.01% | 669 |
|
|
2018
Q1 | $291K | Buy |
6,933
+371
| +6% | +$15.6K | 0.01% | 632 |
|
|
2017
Q4 | $275K | Buy |
6,562
+50
| +0.8% | +$2.1K | 0.01% | 654 |
|
|
2017
Q3 | $247K | Buy |
6,512
+104
| +2% | +$3.95K | 0.01% | 666 |
|
|
2017
Q2 | $229K | Buy |
6,408
+79
| +1% | +$2.82K | 0.01% | 686 |
|
|
2017
Q1 | $219K | Buy |
6,329
+181
| +3% | +$6.26K | 0.01% | 696 |
|
|
2016
Q4 | $219K | Buy |
+6,148
| New | +$219K | 0.01% | 673 |
|