Avantax Advisory Services’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $212K | Buy |
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