Beaird Harris 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 | $2.33K | Buy |
+52
| New | +$2.33K | ﹤0.01% | 483 |
|
|
2025
Q1 | – | Sell |
-54
| Closed | -$2.36K | – | 511 |
|
|
2024
Q4 | $2.36K | Hold |
54
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $2.22K | Hold |
54
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $1.95K | Hold |
54
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $1.96K | Sell |
54
-86
| -61% | -$3.12K | ﹤0.01% | 473 |
|
|
2023
Q4 | $4.64K | Buy |
+140
| New | +$4.64K | ﹤0.01% | 391 |
|
|
2023
Q1 | – | Sell |
-73
| Closed | -$2.87K | – | 528 |
|
|
2022
Q4 | $2.87K | Buy |
+73
| New | +$2.87K | ﹤0.01% | 517 |
|