Bell Investment Advisors’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 | $1.52K | Sell |
34
-12
| -26% | -$537 | ﹤0.01% | 1452 |
|
|
2025
Q1 | $1.89K | Buy |
46
+12
| +35% | +$492 | ﹤0.01% | 1325 |
|
|
2024
Q4 | $1.49K | Sell |
34
-37
| -52% | -$1.62K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $2.92K | Hold |
71
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q2 | $2.56K | Hold |
71
| – | – | ﹤0.01% | 1252 |
|
|
2024
Q1 | $2.58K | Hold |
71
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q4 | $2.35K | Sell |
71
-95
| -57% | -$3.15K | ﹤0.01% | 1257 |
|
|
2023
Q3 | $4.45K | Buy |
166
+55
| +50% | +$1.47K | ﹤0.01% | 870 |
|
|
2023
Q2 | $2.9K | Buy |
111
+70
| +171% | +$1.83K | ﹤0.01% | 1109 |
|
|
2023
Q1 | $1.25K | Sell |
41
-148
| -78% | -$4.5K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $7.44K | Buy |
189
+13
| +7% | +$512 | ﹤0.01% | 608 |
|
|
2022
Q3 | $6K | Sell |
176
-167
| -49% | -$5.69K | ﹤0.01% | 576 |
|
|
2022
Q2 | $12K | Buy |
+343
| New | +$12K | ﹤0.01% | 375 |
|
|
2021
Q4 | $2K | Sell |
41
-43
| -51% | -$2.1K | ﹤0.01% | 1105 |
|
|
2021
Q3 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 778 |
|