Wills Financial Group’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
Q3 | – | Sell |
-11,620
| Closed | -$303K | – | 65 |
|
|
2023
Q2 | $303K | Sell |
11,620
-375
| -3% | -$9.78K | 0.15% | 56 |
|
|
2023
Q1 | $364K | Sell |
11,995
-12,095
| -50% | -$367K | 0.2% | 53 |
|
|
2022
Q4 | $948K | Sell |
24,090
-12,470
| -34% | -$491K | 0.53% | 36 |
|
|
2022
Q3 | $1.26M | Sell |
36,560
-4,245
| -10% | -$146K | 0.7% | 33 |
|
|
2022
Q2 | $1.46M | Buy |
40,805
+440
| +1% | +$15.7K | 0.72% | 34 |
|
|
2022
Q1 | $1.83M | Buy |
40,365
+410
| +1% | +$18.6K | 0.77% | 34 |
|
|
2021
Q4 | $1.89M | Buy |
39,955
+4,515
| +13% | +$213K | 0.75% | 35 |
|
|
2021
Q3 | $1.66M | Buy |
35,440
+16,735
| +89% | +$786K | 0.75% | 35 |
|
|
2021
Q2 | $857K | Buy |
+18,705
| New | +$857K | 0.37% | 46 |
|