Atria Wealth Solutions’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
Q1 | – | Sell |
-11,052
| Closed | -$484K | – | 1885 |
|
|
2024
Q4 | $484K | Buy |
11,052
+5,779
| +110% | +$253K | 0.01% | 1280 |
|
|
2024
Q3 | $217K | Sell |
5,273
-2,077
| -28% | -$85.3K | ﹤0.01% | 1720 |
|
|
2024
Q2 | $265K | Buy |
7,350
+533
| +8% | +$19.2K | ﹤0.01% | 1570 |
|
|
2024
Q1 | $247K | Buy |
6,817
+648
| +11% | +$23.5K | ﹤0.01% | 1676 |
|
|
2023
Q4 | $204K | Buy |
+6,169
| New | +$204K | ﹤0.01% | 1753 |
|
|
2023
Q3 | – | Sell |
-9,398
| Closed | -$245K | – | 1870 |
|
|
2023
Q2 | $245K | Buy |
9,398
+796
| +9% | +$20.8K | ﹤0.01% | 1557 |
|
|
2023
Q1 | $261K | Buy |
8,602
+3,365
| +64% | +$102K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $206K | Buy |
+5,237
| New | +$206K | ﹤0.01% | 1587 |
|
|
2022
Q3 | – | Sell |
-7,946
| Closed | -$284K | – | 1751 |
|
|
2022
Q2 | $284K | Buy |
7,946
+2,234
| +39% | +$79.8K | 0.01% | 1212 |
|
|
2022
Q1 | $259K | Buy |
+5,712
| New | +$259K | ﹤0.01% | 1400 |
|