Accurate Wealth Management’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 | $295K | Buy |
6,167
+45
| +0.7% | +$2.16K | 0.05% | 358 |
|
|
2025
Q1 | $213K | Buy |
6,122
+667
| +12% | +$23.2K | 0.04% | 354 |
|
|
2024
Q4 | $236K | Buy |
5,455
+278
| +5% | +$12K | 0.05% | 335 |
|
|
2024
Q3 | $225K | Sell |
5,177
-196
| -4% | -$8.52K | 0.05% | 344 |
|
|
2024
Q2 | $208K | Buy |
+5,373
| New | +$208K | 0.05% | 317 |
|
|
2023
Q1 | – | Sell |
-2,016
| Closed | -$83.2K | – | 437 |
|
|
2022
Q4 | $83.2K | Buy |
+2,016
| New | +$83.2K | 0.03% | 343 |
|