Bartlett & Co 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
Q2 | – | Sell |
-4
| Closed | -$164 | – | 1259 |
|
|
2025
Q1 | $164 | Buy |
+4
| New | +$164 | ﹤0.01% | 1181 |
|
|
2023
Q4 | – | Sell |
-148
| Closed | -$3.97K | – | 1247 |
|
|
2023
Q3 | $3.97K | Hold |
148
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q2 | $3.86K | Hold |
148
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q1 | $4.5K | Hold |
148
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $5.83K | Buy |
+148
| New | +$5.83K | ﹤0.01% | 898 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$1.57K | – | 1195 |
|
|
2022
Q2 | $1.57K | Buy |
+44
| New | +$1.57K | ﹤0.01% | 1208 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$4.13K | – | 959 |
|
|
2021
Q2 | $4.13K | Hold |
90
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $3.97K | Hold |
90
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $3.22K | Buy |
+90
| New | +$3.22K | ﹤0.01% | 849 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$990 | – | 887 |
|
|
2019
Q2 | $990 | Buy |
28
+5
| +22% | +$177 | ﹤0.01% | 705 |
|
|
2019
Q1 | $748 | Buy |
+23
| New | +$748 | ﹤0.01% | 696 |
|