Bay Harbor 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 | $984 | Buy |
22
+14
| +175% | +$626 | ﹤0.01% | 454 |
|
|
2025
Q1 | $327 | Buy |
+8
| New | +$327 | ﹤0.01% | 527 |
|
|
2020
Q1 | – | Sell |
-1,028
| Closed | -$42K | – | 347 |
|
|
2019
Q4 | $42K | Sell |
1,028
-58
| -5% | -$2.37K | 0.02% | 167 |
|
|
2019
Q3 | $37K | Sell |
1,086
-88
| -7% | -$3K | 0.02% | 179 |
|
|
2019
Q2 | $42K | Buy |
1,174
+90
| +8% | +$3.22K | 0.03% | 176 |
|
|
2019
Q1 | $35K | Buy |
1,084
+81
| +8% | +$2.62K | 0.02% | 190 |
|
|
2018
Q4 | $30K | Buy |
+1,003
| New | +$30K | 0.02% | 193 |
|