Avion Wealth’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 | $5K | Buy |
113
+9
| +9% | +$398 | ﹤0.01% | 611 |
|
2025
Q1 | $4K | Hold |
104
| – | – | ﹤0.01% | 572 |
|
2024
Q4 | $4K | Hold |
104
| – | – | ﹤0.01% | 570 |
|
2024
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 551 |
|
2024
Q2 | $3K | Buy |
104
+29
| +39% | +$837 | ﹤0.01% | 546 |
|
2024
Q1 | $3K | Buy |
75
+32
| +74% | +$1.28K | ﹤0.01% | 538 |
|
2023
Q4 | $1K | Sell |
43
-19
| -31% | -$442 | ﹤0.01% | 716 |
|
2023
Q3 | $1K | Buy |
62
+25
| +68% | +$403 | ﹤0.01% | 579 |
|
2023
Q2 | $0 | Buy |
37
+32
| +640% | – | ﹤0.01% | 747 |
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 560 |
|