Beacon Capital Management LLC (Tennessee)’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 | $15.8K | Buy |
354
+2
| +0.6% | +$89 | ﹤0.01% | 541 |
|
|
2025
Q1 | $14.4K | Buy |
352
+158
| +81% | +$6.48K | ﹤0.01% | 548 |
|
|
2024
Q4 | $8.49K | Hold |
194
| – | – | ﹤0.01% | 625 |
|
|
2024
Q3 | $7.97K | Buy |
194
+59
| +44% | +$2.42K | ﹤0.01% | 702 |
|
|
2024
Q2 | $4.86K | Hold |
135
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $4.9K | Hold |
135
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $3.62K | Hold |
135
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $3.52K | Hold |
135
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $3.52K | Hold |
135
| – | – | ﹤0.01% | 756 |
|
|
2023
Q1 | $4.1K | Hold |
135
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $5.32K | Hold |
135
| – | – | ﹤0.01% | 631 |
|
|
2022
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 598 |
|