Apollon 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 | $749K | Sell |
16,726
-3,778
| -18% | -$169K | 0.01% | 638 |
|
|
2025
Q1 | $840K | Sell |
20,504
-1,294
| -6% | -$53K | 0.02% | 561 |
|
|
2024
Q4 | $954K | Sell |
21,798
-375
| -2% | -$16.4K | 0.02% | 532 |
|
|
2024
Q3 | $911K | Buy |
22,173
+6,989
| +46% | +$287K | 0.03% | 523 |
|
|
2024
Q2 | $547K | Sell |
15,184
-3,206
| -17% | -$116K | 0.02% | 643 |
|
|
2024
Q1 | $667K | Buy |
18,390
+8,866
| +93% | +$322K | 0.02% | 593 |
|
|
2023
Q4 | $316K | Buy |
+9,524
| New | +$316K | 0.01% | 822 |
|
|
2023
Q2 | – | Sell |
-6,900
| Closed | -$210K | – | 949 |
|
|
2023
Q1 | $210K | Sell |
6,900
-369
| -5% | -$11.2K | 0.01% | 780 |
|
|
2022
Q4 | $286K | Buy |
+7,269
| New | +$286K | 0.02% | 674 |
|
|
2022
Q3 | – | Sell |
-5,974
| Closed | -$213K | – | 819 |
|
|
2022
Q2 | $213K | Sell |
5,974
-801
| -12% | -$28.6K | 0.02% | 662 |
|
|
2022
Q1 | $307K | Buy |
6,775
+2,056
| +44% | +$93.2K | 0.02% | 586 |
|
|
2021
Q4 | $223K | Buy |
+4,719
| New | +$223K | 0.02% | 669 |
|
|
2020
Q3 | – | Sell |
-104
| Closed | -$3K | – | 238 |
|
|
2020
Q2 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 595 |
|