Ameritas Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Sell |
3,811
-121
| -3% | -$7.44K | 0.01% | 1194 |
|
|
2025
Q4 | $230K | Hold |
3,932
| – | – | 0.01% | 1174 |
|
|
2025
Q3 | $209K | Sell |
3,932
-161
| -4% | -$8.01K | 0.01% | 1218 |
|
|
2025
Q2 | $183K | Sell |
4,093
-218
| -5% | -$8.58K | 0.01% | 1345 |
|
|
2025
Q1 | $177K | Sell |
4,311
-242
| -5% | -$10.8K | 0.01% | 1337 |
|
|
2024
Q4 | $199K | Sell |
4,553
-255
| -5% | -$11.3K | 0.01% | 1325 |
|
|
2024
Q3 | $197K | Sell |
4,808
-235
| -5% | -$9.5K | 0.01% | 1336 |
|
|
2024
Q2 | $182K | Hold |
5,043
| – | – | 0.01% | 1336 |
|
|
2024
Q1 | $183K | Sell |
5,043
-408
| -7% | -$13.4K | 0.01% | 1350 |
|
|
2023
Q4 | $181K | Hold |
5,451
| – | – | 0.01% | 1328 |
|
|
2023
Q3 | $146K | Sell |
5,451
-571
| -9% | -$16.3K | 0.01% | 1389 |
|
|
2023
Q2 | $157K | Hold |
6,022
| – | – | 0.01% | 1288 |
|
|
2023
Q1 | $183K | Sell |
6,022
-315
| -5% | -$12.3K | 0.01% | 1151 |
|
|
2022
Q4 | $269K | Hold |
6,337
| – | – | 0.01% | 976 |
|
|
2022
Q3 | $217K | Sell |
6,337
-2,277
| -26% | -$84.2K | 0.01% | 1021 |
|
|
2022
Q2 | $307K | Buy |
8,614
+922
| +12% | +$36.4K | 0.01% | 882 |
|
|
2022
Q1 | $348K | Sell |
7,692
-381
| -5% | -$19.6K | 0.01% | 909 |
|
|
2021
Q4 | $381K | Sell |
8,073
-50
| -0.6% | -$2.41K | 0.01% | 884 |
|
|
2021
Q3 | $381K | Buy |
8,123
+2,305
| +40% | +$101K | 0.01% | 865 |
|
|
2021
Q2 | $267K | Sell |
5,818
-36,830
| -86% | -$1.74M | 0.01% | 1046 |
|
|
2021
Q1 | $1.58M | Sell |
42,648
-380
| -0.9% | -$15.8K | 0.06% | 388 |
|
|
2020
Q4 | $1.54M | Hold |
43,028
| – | – | 0.07% | 354 |
|
|
2020
Q3 | $1.09M | Sell |
43,028
-565
| -1% | -$14.3K | 0.05% | 426 |
|
|
2020
Q2 | $1.1M | Buy |
43,593
+15,800
| +57% | +$359K | 0.05% | 414 |
|
|
2020
Q1 | $522K | Sell |
27,793
-5,738
| -17% | -$187K | 0.03% | 610 |
|
|
2019
Q4 | $1.36M | Sell |
33,531
-4,500
| -12% | -$168K | 0.06% | 393 |
|
|
2019
Q3 | $1.34M | Buy |
38,031
+10,870
| +40% | +$379K | 0.06% | 382 |
|
|
2019
Q2 | $960K | Sell |
27,161
-438
| -2% | -$15.3K | 0.04% | 534 |
|
|
2019
Q1 | $897K | Hold |
27,599
| – | – | 0.04% | 552 |
|
|
2018
Q4 | $820K | Sell |
27,599
-427
| -2% | -$15K | 0.04% | 527 |
|
|
2018
Q3 | $1.08M | Buy |
28,026
+18,750
| +202% | +$756K | 0.05% | 503 |
|
|
2018
Q2 | $361K | Sell |
9,276
-898
| -9% | -$37.4K | 0.02% | 807 |
|
|
2018
Q1 | $427K | Sell |
10,174
-476
| -4% | -$21.4K | 0.02% | 786 |
|
|
2017
Q4 | $447K | Sell |
10,650
-1,061
| -9% | -$41.5K | 0.02% | 778 |
|
|
2017
Q3 | $387K | Hold |
11,711
| – | – | 0.02% | 806 |
|
|
2017
Q2 | $418K | Hold |
11,711
| – | – | 0.02% | 795 |
|
|
2017
Q1 | $405K | Sell |
11,711
-708
| -6% | -$25.8K | 0.02% | 804 |
|
|
2016
Q4 | $442K | Hold |
12,419
| – | – | 0.02% | 774 |
|
|
2016
Q3 | $307K | Buy |
12,419
+1,961
| +19% | +$45.1K | 0.02% | 854 |
|
|
2016
Q2 | $209K | Buy |
10,458
+558
| +6% | +$12.4K | 0.01% | 933 |
|
|
2016
Q1 | $207K | Buy |
+9,900
| New | +$210K | 0.01% | 935 |
|
Other funds holding CFG
VCM
VPM
