Aaron Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
4,657
-1,752
| -27% | -$78.4K | 0.02% | 465 |
|
|
2025
Q1 | $263K | Buy |
6,409
+125
| +2% | +$5.12K | 0.03% | 365 |
|
|
2024
Q4 | $275K | Buy |
6,284
+1,182
| +23% | +$51.7K | 0.03% | 341 |
|
|
2024
Q3 | $210K | Buy |
+5,102
| New | +$210K | 0.03% | 402 |
|
|
2022
Q2 | – | Sell |
-75,247
| Closed | -$1.66M | – | 303 |
|
|
2022
Q1 | $1.66M | Buy |
+75,247
| New | +$1.66M | 0.02% | 266 |
|