Carl P. Sherr & Co’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 | $709K | Sell |
|
|||||
|
2025
Q1 | $713K | Hold |
|
|||||
|
2024
Q4 | $761K | Buy |
|
|||||
|
2024
Q3 | $679K | Sell |
|
|||||
|
2024
Q2 | $599K | Sell |
|
|||||
|
2024
Q1 | $625K | Sell |
|
|||||
|
2023
Q4 | $713K | Buy |
|
|||||
|
2023
Q3 | $575K | Sell |
|
|||||
|
2023
Q2 | $564K | Sell |
|
|||||
|
2023
Q1 | $678K | Buy |
|
|||||
|
2022
Q4 | $719K | Buy |
|
|||||
|
2022
Q3 | $532K | Buy |
|
|||||
|
2022
Q2 | $237K | Buy |
|