Atria Investments’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 | $1.44M | Sell |
32,170
-6,592
| -17% | -$295K | 0.02% | 872 |
|
|
2025
Q1 | $1.59M | Buy |
38,762
+5,659
| +17% | +$232K | 0.02% | 799 |
|
|
2024
Q4 | $1.45M | Sell |
33,103
-889
| -3% | -$38.9K | 0.02% | 815 |
|
|
2024
Q3 | $1.4M | Sell |
33,992
-5,816
| -15% | -$239K | 0.02% | 815 |
|
|
2024
Q2 | $1.43M | Buy |
39,808
+2,106
| +6% | +$75.9K | 0.02% | 772 |
|
|
2024
Q1 | $1.37M | Buy |
37,702
+6,681
| +22% | +$242K | 0.02% | 807 |
|
|
2023
Q4 | $1.03M | Buy |
+31,021
| New | +$1.03M | 0.02% | 884 |
|
|
2020
Q1 | – | Sell |
-5,377
| Closed | -$218K | – | 647 |
|
|
2019
Q4 | $218K | Buy |
+5,377
| New | +$218K | 0.01% | 1117 |
|
|
2019
Q2 | – | Sell |
-25,226
| Closed | -$820K | – | 982 |
|
|
2019
Q1 | $820K | Buy |
25,226
+15,497
| +159% | +$504K | 0.03% | 407 |
|
|
2018
Q4 | $289K | Sell |
9,729
-657
| -6% | -$19.5K | 0.01% | 661 |
|
|
2018
Q3 | $417K | Buy |
10,386
+4,913
| +90% | +$197K | 0.02% | 651 |
|
|
2018
Q2 | $213K | Buy |
+5,473
| New | +$213K | 0.01% | 888 |
|