Avantax Advisory Services’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 | $1.65M | Sell |
36,886
-776
| -2% | -$34.7K | 0.01% | 897 |
|
|
2025
Q1 | $1.54M | Buy |
37,662
+3,659
| +11% | +$150K | 0.01% | 876 |
|
|
2024
Q4 | $1.49M | Buy |
34,003
+673
| +2% | +$29.5K | 0.01% | 865 |
|
|
2024
Q3 | $1.37M | Buy |
33,330
+3,135
| +10% | +$129K | 0.01% | 862 |
|
|
2024
Q2 | $1.09M | Buy |
30,195
+21,731
| +257% | +$783K | 0.01% | 936 |
|
|
2024
Q1 | $307K | Sell |
8,464
-434
| -5% | -$15.8K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $295K | Sell |
8,898
-3,878
| -30% | -$129K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $342K | Buy |
12,776
+2,394
| +23% | +$64.2K | ﹤0.01% | 1123 |
|
|
2023
Q2 | $271K | Buy |
10,382
+1,663
| +19% | +$43.4K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $265K | Buy |
8,719
+2,095
| +32% | +$63.6K | ﹤0.01% | 1223 |
|
|
2022
Q4 | $261K | Buy |
6,624
+440
| +7% | +$17.3K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $212K | Buy |
+6,184
| New | +$212K | ﹤0.01% | 1186 |
|