Beacon Investment Advisory Services’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
Q3 | $262K | Buy |
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|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $3.32M | Hold |
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|
2023
Q3 | $2.68M | Sell |
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|
2023
Q2 | $3M | Hold |
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|
2023
Q1 | $3.5M | Sell |
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|
2022
Q4 | $4.57M | Buy |
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|
2022
Q3 | $3.9M | Sell |
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|
2022
Q2 | $4.08M | Buy |
|