Atlas Capital Advisors’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 | $50.7K | Sell |
1,132
-2,009
| -64% | -$89.9K | 0.01% | 624 |
|
|
2025
Q1 | $129K | Sell |
3,141
-5,947
| -65% | -$244K | 0.02% | 497 |
|
|
2024
Q4 | $398K | Sell |
9,088
-90
| -1% | -$3.94K | 0.05% | 287 |
|
|
2024
Q3 | $377K | Buy |
9,178
+7,833
| +582% | +$322K | 0.06% | 274 |
|
|
2024
Q2 | $48.5K | Buy |
+1,345
| New | +$48.5K | 0.01% | 597 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$5.22K | – | 880 |
|
|
2023
Q2 | $5.22K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2023
Q1 | $6.07K | Hold |
200
| – | – | ﹤0.01% | 782 |
|
|
2022
Q4 | $7.87K | Hold |
200
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $6.87K | Hold |
200
| – | – | ﹤0.01% | 746 |
|
|
2022
Q2 | $7.14K | Sell |
200
-375
| -65% | -$13.4K | ﹤0.01% | 795 |
|
|
2022
Q1 | $26.1K | Hold |
575
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $27.2K | Sell |
575
-1,659
| -74% | -$78.4K | ﹤0.01% | 604 |
|
|
2021
Q3 | $105K | Sell |
2,234
-7,966
| -78% | -$374K | 0.02% | 428 |
|
|
2021
Q2 | $468K | Hold |
10,200
| – | – | 0.08% | 221 |
|
|
2021
Q1 | $450K | Buy |
+10,200
| New | +$450K | 0.09% | 212 |
|
|
2020
Q3 | – | Sell |
-1,068
| Closed | -$27K | – | 360 |
|
|
2020
Q2 | $27K | Sell |
1,068
-3,099
| -74% | -$78.2K | 0.01% | 527 |
|
|
2020
Q1 | $78.4K | Buy |
4,167
+794
| +24% | +$14.9K | 0.02% | 389 |
|
|
2019
Q4 | $137K | Sell |
3,373
-308
| -8% | -$12.5K | 0.03% | 365 |
|
|
2019
Q3 | $130K | Buy |
3,681
+647
| +21% | +$22.9K | 0.04% | 375 |
|
|
2019
Q2 | $107K | Sell |
3,034
-1,178
| -28% | -$41.7K | 0.04% | 391 |
|
|
2019
Q1 | $137K | Sell |
4,212
-186
| -4% | -$6.05K | 0.05% | 323 |
|
|
2018
Q4 | $131K | Buy |
4,398
+3,220
| +273% | +$95.7K | 0.05% | 310 |
|
|
2018
Q3 | $45.7K | Sell |
1,178
-458
| -28% | -$17.8K | 0.02% | 427 |
|
|
2018
Q2 | $65.5K | Sell |
1,636
-356
| -18% | -$14.3K | 0.02% | 383 |
|
|
2018
Q1 | $83.6K | Buy |
+1,992
| New | +$83.6K | 0.03% | 377 |
|