Caldwell Trust’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
Q2 | – | Sell |
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|
2025
Q1 | $1.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.65K | Hold |
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|
2023
Q3 | $2.95K | Hold |
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|
2023
Q2 | $2.87K | Hold |
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|
2023
Q1 | $3.34K | Hold |
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|
2022
Q4 | $4.33K | Hold |
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|
2022
Q3 | $3.78K | Hold |
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|
2022
Q2 | $3.93K | Hold |
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|
2022
Q1 | $4.99K | Hold |
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|
2021
Q4 | $5.2K | Hold |
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|
2021
Q3 | $5.17K | Hold |
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|
2021
Q2 | $5.05K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $12.7K | Hold |
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|
2019
Q4 | $27.4K | Buy |
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