AE 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 | $19.1M | Sell |
427,663
-100,306
| -19% | -$4.49M | 0.14% | 169 |
|
|
2025
Q1 | $21.6M | Buy |
527,969
+90,554
| +21% | +$3.71M | 0.18% | 130 |
|
|
2024
Q4 | $19.1M | Buy |
437,415
+22,767
| +5% | +$996K | 0.16% | 148 |
|
|
2024
Q3 | $17M | Sell |
414,648
-3,681
| -0.9% | -$151K | 0.15% | 152 |
|
|
2024
Q2 | $15.1M | Buy |
418,329
+53,062
| +15% | +$1.91M | 0.15% | 167 |
|
|
2024
Q1 | $13.3M | Sell |
365,267
-75,744
| -17% | -$2.75M | 0.15% | 185 |
|
|
2023
Q4 | $14.8M | Sell |
441,011
-64,742
| -13% | -$2.17M | 0.08% | 305 |
|
|
2023
Q3 | $13.6M | Sell |
505,753
-46,641
| -8% | -$1.25M | 0.08% | 299 |
|
|
2023
Q2 | $14.4M | Buy |
552,394
+145,315
| +36% | +$3.79M | 0.09% | 277 |
|
|
2023
Q1 | $12.4M | Buy |
407,079
+41,398
| +11% | +$1.26M | 0.08% | 303 |
|
|
2022
Q4 | $14.4M | Buy |
365,681
+70,066
| +24% | +$2.76M | 0.1% | 233 |
|
|
2022
Q3 | $10.2M | Buy |
295,615
+284,018
| +2,449% | +$9.76M | 0.08% | 262 |
|
|
2022
Q2 | $414K | Sell |
11,597
-1,341
| -10% | -$47.9K | ﹤0.01% | 1291 |
|
|
2022
Q1 | $586K | Sell |
12,938
-7,479
| -37% | -$339K | ﹤0.01% | 1153 |
|
|
2021
Q4 | $965K | Sell |
20,417
-754
| -4% | -$35.6K | 0.01% | 931 |
|
|
2021
Q3 | $995K | Buy |
21,171
+1,345
| +7% | +$63.2K | 0.01% | 867 |
|
|
2021
Q2 | $909K | Sell |
19,826
-3,135
| -14% | -$144K | 0.01% | 876 |
|
|
2021
Q1 | $1.01M | Buy |
+22,961
| New | +$1.01M | 0.01% | 755 |
|
|
2020
Q1 | – | Sell |
-16,986
| Closed | -$690K | – | 1119 |
|
|
2019
Q4 | $690K | Buy |
16,986
+5,812
| +52% | +$236K | 0.02% | 629 |
|
|
2019
Q3 | $395K | Sell |
11,174
-292
| -3% | -$10.3K | 0.01% | 683 |
|
|
2019
Q2 | $405K | Buy |
11,466
+4,026
| +54% | +$142K | 0.01% | 647 |
|
|
2019
Q1 | $242K | Buy |
+7,440
| New | +$242K | 0.02% | 538 |
|
|
2018
Q4 | – | Sell |
-7,830
| Closed | -$302K | – | 492 |
|
|
2018
Q3 | $302K | Buy |
+7,830
| New | +$302K | 0.02% | 446 |
|