Veritable’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,803
| Closed | -$328K | – | 899 |
|
|
2023
Q1 | $328K | Buy |
10,803
+1,228
| +13% | +$48.1K | 0.01% | 658 |
|
|
2022
Q4 | $377K | Buy |
9,575
+2,281
| +31% | +$89.1K | 0.01% | 600 |
|
|
2022
Q3 | $251K | Sell |
7,294
-1,319
| -15% | -$48.8K | ﹤0.01% | 684 |
|
|
2022
Q2 | $307K | Buy |
8,613
+1,517
| +21% | +$59.9K | 0.01% | 672 |
|
|
2022
Q1 | $322K | Buy |
7,096
+493
| +7% | +$25.3K | 0.01% | 696 |
|
|
2021
Q4 | $312K | Buy |
6,603
+412
| +7% | +$19.8K | ﹤0.01% | 705 |
|
|
2021
Q3 | $291K | Buy |
6,191
+40
| +0.7% | +$1.76K | ﹤0.01% | 697 |
|
|
2021
Q2 | $282K | Sell |
6,151
-30
| -0.5% | -$1.42K | ﹤0.01% | 708 |
|
|
2021
Q1 | $273K | Buy |
6,181
+37
| +0.6% | +$1.54K | ﹤0.01% | 688 |
|
|
2020
Q4 | $220K | Buy |
+6,144
| New | +$193K | ﹤0.01% | 735 |
|
|
2020
Q1 | – | Sell |
-7,868
| Closed | -$320K | – | 744 |
|
|
2019
Q4 | $320K | Sell |
7,868
-192
| -2% | -$7.19K | 0.01% | 654 |
|
|
2019
Q3 | $285K | Sell |
8,060
-59
| -0.7% | -$2.06K | 0.01% | 659 |
|
|
2019
Q2 | $287K | Sell |
8,119
-144
| -2% | -$5.02K | 0.01% | 659 |
|
|
2019
Q1 | $269K | Buy |
8,263
+854
| +12% | +$29.6K | 0.01% | 678 |
|
|
2018
Q4 | $220K | Buy |
7,409
+416
| +6% | +$14.6K | 0.01% | 709 |
|
|
2018
Q3 | $270K | Buy |
6,993
+17
| +0.2% | +$686 | 0.01% | 677 |
|
|
2018
Q2 | $271K | Buy |
6,976
+43
| +0.6% | +$1.79K | 0.01% | 676 |
|
|
2018
Q1 | $291K | Buy |
6,933
+371
| +6% | +$16.7K | 0.01% | 639 |
|
|
2017
Q4 | $275K | Buy |
6,562
+50
| +0.8% | +$1.96K | 0.01% | 660 |
|
|
2017
Q3 | $247K | Buy |
6,512
+104
| +2% | +$3.64K | 0.01% | 671 |
|
|
2017
Q2 | $229K | Buy |
6,408
+79
| +1% | +$2.8K | 0.01% | 691 |
|
|
2017
Q1 | $219K | Buy |
6,329
+181
| +3% | +$6.61K | 0.01% | 700 |
|
|
2016
Q4 | $219K | Buy |
+6,148
| New | +$186K | 0.01% | 676 |
|
Other funds holding CFG
