AE Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
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|
2025
Q1 | $21.6M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $17M | Sell |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $13.3M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $13.6M | Sell |
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|
2023
Q2 | $14.4M | Buy |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $965K | Sell |
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|
2021
Q3 | $995K | Buy |
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|
2021
Q2 | $909K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $690K | Buy |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $302K | Buy |
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