Avior Wealth Management’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
-1,161
Closed -$50.8K 1011
2024
Q4
$50.8K Buy
1,161
+35
+3% +$1.53K ﹤0.01% 1144
2024
Q3
$46.2K Hold
1,126
﹤0.01% 1146
2024
Q2
$40.6K Sell
1,126
-245
-18% -$8.83K ﹤0.01% 1176
2024
Q1
$49.8K Buy
1,371
+987
+257% +$35.8K ﹤0.01% 1235
2023
Q4
$12.7K Sell
384
-50
-12% -$1.66K ﹤0.01% 951
2023
Q3
$11.6K Buy
434
+272
+168% +$7.29K ﹤0.01% 1019
2023
Q2
$4.22K Sell
162
-24
-13% -$626 ﹤0.01% 1221
2023
Q1
$5.65K Buy
186
+155
+500% +$4.71K ﹤0.01% 1164
2022
Q4
$1.22K Hold
31
﹤0.01% 1103
2022
Q3
$1K Hold
31
﹤0.01% 1062
2022
Q2
$1K Hold
31
﹤0.01% 979
2022
Q1
$1K Hold
31
﹤0.01% 1016
2021
Q4
$1K Hold
31
﹤0.01% 1007
2021
Q3
$1K Buy
31
+5
+19% +$161 ﹤0.01% 976
2021
Q2
$1K Hold
26
﹤0.01% 941
2021
Q1
$1K Sell
26
-90
-78% -$3.46K ﹤0.01% 937
2020
Q4
$4K Buy
116
+93
+404% +$3.21K ﹤0.01% 802
2020
Q3
$0 Hold
23
﹤0.01% 932
2020
Q2
$0 Hold
23
﹤0.01% 903
2020
Q1
$0 Buy
+23
New ﹤0.01% 782