Beacon Investment Advisory Services’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 | $216K | Buy |
+4,827
| New | +$216K | 0.01% | 237 |
|
|
2025
Q1 | – | Sell |
-4,854
| Closed | -$212K | – | 241 |
|
|
2024
Q4 | $212K | Sell |
4,854
-14,924
| -75% | -$653K | 0.01% | 238 |
|
|
2024
Q3 | $812K | Sell |
19,778
-25,047
| -56% | -$1.03M | 0.03% | 151 |
|
|
2024
Q2 | $1.62M | Sell |
44,825
-15,270
| -25% | -$550K | 0.07% | 121 |
|
|
2024
Q1 | $2.18M | Sell |
60,095
-40,000
| -40% | -$1.45M | 0.09% | 114 |
|
|
2023
Q4 | $3.32M | Hold |
100,095
| – | – | 0.15% | 100 |
|
|
2023
Q3 | $2.68M | Sell |
100,095
-15,000
| -13% | -$402K | 0.13% | 109 |
|
|
2023
Q2 | $3M | Hold |
115,095
| – | – | 0.14% | 113 |
|
|
2023
Q1 | $3.5M | Sell |
115,095
-985
| -0.8% | -$29.9K | 0.17% | 101 |
|
|
2022
Q4 | $4.57M | Buy |
116,080
+2,698
| +2% | +$106K | 0.23% | 89 |
|
|
2022
Q3 | $3.9M | Sell |
113,382
-785
| -0.7% | -$27K | 0.21% | 91 |
|
|
2022
Q2 | $4.08M | Buy |
+114,167
| New | +$4.08M | 0.21% | 94 |
|