Allworth Financial’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 | $160K | Buy |
3,574
+572
| +19% | +$25.6K | ﹤0.01% | 1270 |
|
|
2025
Q1 | $112K | Buy |
3,002
+411
| +16% | +$15.4K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $122K | Buy |
2,591
+965
| +59% | +$45.4K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $66.8K | Sell |
1,626
-5,248
| -76% | -$216K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $282K | Sell |
6,874
-68
| -1% | -$2.79K | ﹤0.01% | 713 |
|
|
2024
Q1 | $252K | Buy |
6,942
+64
| +0.9% | +$2.32K | ﹤0.01% | 712 |
|
|
2023
Q4 | $228K | Buy |
6,878
+2,395
| +53% | +$79.4K | ﹤0.01% | 701 |
|
|
2023
Q3 | $120K | Buy |
4,483
+2,923
| +187% | +$78.3K | ﹤0.01% | 818 |
|
|
2023
Q2 | $40.7K | Sell |
1,560
-4,783
| -75% | -$125K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $193K | Buy |
6,343
+1,555
| +32% | +$47.2K | ﹤0.01% | 660 |
|
|
2022
Q4 | $189K | Buy |
4,788
+385
| +9% | +$15.2K | ﹤0.01% | 647 |
|
|
2022
Q3 | $151K | Buy |
4,403
+66
| +2% | +$2.26K | ﹤0.01% | 656 |
|
|
2022
Q2 | $155K | Buy |
4,337
+594
| +16% | +$21.2K | ﹤0.01% | 609 |
|
|
2022
Q1 | $170K | Buy |
3,743
+329
| +10% | +$14.9K | ﹤0.01% | 582 |
|
|
2021
Q4 | $161K | Buy |
3,414
+127
| +4% | +$5.99K | ﹤0.01% | 575 |
|
|
2021
Q3 | $154K | Buy |
3,287
+2,625
| +397% | +$123K | ﹤0.01% | 535 |
|
|
2021
Q2 | $30K | Hold |
662
| – | – | ﹤0.01% | 744 |
|
|
2021
Q1 | $29K | Hold |
662
| – | – | ﹤0.01% | 688 |
|
|
2020
Q4 | $24K | Buy |
+662
| New | +$24K | ﹤0.01% | 617 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$1K | – | 888 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 868 |
|