Allworth Financial’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 | $160K | Buy |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $66.8K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $40.7K | Sell |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $161K | Buy |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $24K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
|