Benjamin Edwards Inc’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,858
| Closed | -$404K | – | 1152 |
|
|
2025
Q1 | $404K | Buy |
9,858
+737
| +8% | +$30.2K | 0.01% | 851 |
|
|
2024
Q4 | $399K | Buy |
+9,121
| New | +$399K | 0.01% | 896 |
|
|
2024
Q3 | – | Sell |
-918
| Closed | -$33K | – | 1099 |
|
|
2024
Q2 | $33K | Sell |
918
-5
| -0.5% | -$180 | 0.01% | 539 |
|
|
2024
Q1 | $34K | Sell |
923
-1,726
| -65% | -$63.6K | 0.01% | 519 |
|
|
2023
Q4 | $88K | Sell |
2,649
-97
| -4% | -$3.22K | 0.02% | 431 |
|
|
2023
Q3 | $74K | Sell |
2,746
-141
| -5% | -$3.8K | 0.02% | 419 |
|
|
2023
Q2 | $75K | Buy |
2,887
+8
| +0.3% | +$208 | 0.02% | 422 |
|
|
2023
Q1 | $87K | Buy |
+2,879
| New | +$87K | 0.02% | 380 |
|
|
2022
Q1 | – | Sell |
-95
| Closed | -$4K | – | 700 |
|
|
2021
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $4K | Sell |
95
-4,205
| -98% | -$177K | ﹤0.01% | 488 |
|
|
2021
Q2 | $197K | Buy |
+4,300
| New | +$197K | 0.14% | 168 |
|
|
2020
Q3 | – | Sell |
-47
| Closed | -$1K | – | 356 |
|
|
2020
Q2 | $1K | Sell |
47
-459
| -91% | -$9.77K | ﹤0.01% | 362 |
|
|
2020
Q1 | $10K | Buy |
506
+40
| +9% | +$791 | 0.01% | 281 |
|
|
2019
Q4 | $19K | Buy |
+466
| New | +$19K | 0.04% | 176 |
|