Wealthspire Advisors (Maryland)’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $388K | Buy |
15,363
+3,216
| +26% | +$81.2K | 0.01% | 312 |
|
|
2020
Q2 | $307K | Sell |
12,147
-382
| -3% | -$9.66K | 0.02% | 334 |
|
|
2020
Q1 | $236K | Buy |
12,529
+3,020
| +32% | +$56.9K | 0.02% | 349 |
|
|
2019
Q4 | $386K | Buy |
9,509
+129
| +1% | +$5.24K | 0.03% | 319 |
|
|
2019
Q3 | $332K | Sell |
9,380
-189
| -2% | -$6.69K | 0.02% | 327 |
|
|
2019
Q2 | $338K | Sell |
9,569
-337
| -3% | -$11.9K | 0.03% | 325 |
|
|
2019
Q1 | $322K | Sell |
9,906
-1,061
| -10% | -$34.5K | 0.02% | 336 |
|
|
2018
Q4 | $326K | Sell |
10,967
-1,882
| -15% | -$55.9K | 0.03% | 306 |
|
|
2018
Q3 | $496K | Sell |
12,849
-438
| -3% | -$16.9K | 0.04% | 248 |
|
|
2018
Q2 | $517K | Sell |
13,287
-299
| -2% | -$11.6K | 0.05% | 231 |
|
|
2018
Q1 | $570K | Sell |
13,586
-1,132
| -8% | -$47.5K | 0.05% | 219 |
|
|
2017
Q4 | $618K | Sell |
14,718
-581
| -4% | -$24.4K | 0.06% | 219 |
|
|
2017
Q3 | $579K | Sell |
15,299
-1,573
| -9% | -$59.5K | 0.06% | 214 |
|
|
2017
Q2 | $602K | Sell |
16,872
-1,951
| -10% | -$69.6K | 0.07% | 194 |
|
|
2017
Q1 | $650K | Buy |
18,823
+10,449
| +125% | +$361K | 0.09% | 142 |
|
|
2016
Q4 | $298K | Sell |
8,374
-1,314
| -14% | -$46.8K | 0.04% | 276 |
|
|
2016
Q3 | $239K | Buy |
9,688
+1,473
| +18% | +$36.3K | 0.04% | 328 |
|
|
2016
Q2 | $164K | Buy |
8,215
+215
| +3% | +$4.29K | 0.03% | 416 |
|
|
2016
Q1 | $168K | Sell |
8,000
-821
| -9% | -$17.2K | 0.03% | 399 |
|
|
2015
Q4 | $231K | Buy |
+8,821
| New | +$231K | 0.04% | 330 |
|