Bartlett & Co Wealth Management’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 | – | Sell |
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|
2025
Q1 | $164 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.97K | Hold |
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|
2023
Q2 | $3.86K | Hold |
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|
2023
Q1 | $4.5K | Hold |
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|
2022
Q4 | $5.83K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.57K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.13K | Hold |
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|
2021
Q1 | $3.97K | Hold |
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|
2020
Q4 | $3.22K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $990 | Buy |
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|
2019
Q1 | $748 | Buy |
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