Lee Financial Co CFG Holdings History

Number of Shares
24,811.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.16%
Total Estimate Gain
$71,917.18
% of Total Estimate Gain
6.36%

Lee Financial Co's Citizens Financial Group Inc Holding Summary

As of 2025-03-31, Lee Financial Co held 24,811.00 shares of Citizens Financial Group Inc(CFG), totaling $1.02 Mil. This investment constitutes 0.16% of their stock portfolio, and Lee Financial Co now holds 0.01% of the outstanding Citizens Financial Group Inc(CFG) stock.

The initial trade took place in 2018Q2. And since then Lee Financial Co has made 6 purchases of CFG, at an average price of $44.56, for a total of 25,370.00 shares. In addition, there have been 6 sales at an average price of $35.08 for 559.00 shares. Based on historical transaction data and CFG's current price of $47.67, Lee Financial Co's estimated gain on his CFG holdings is $71,917.18, reflecting a 6.36% gain to date.

Lee Financial Co CFG ($47.67) Holding Chart

Lee Financial Co CFG ($47.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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