Beacon Pointe Advisors’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 | $250K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $463K | Sell |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $343K | Buy |
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