Carolinas Wealth Consulting’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 | – | Sell |
-598
| Closed | -$24.5K | – | 145 |
|
|
2025
Q1 | $24.5K | Sell |
598
-9
| -1% | -$369 | 0.01% | 436 |
|
|
2024
Q4 | $26.6K | Sell |
607
-91
| -13% | -$3.98K | 0.01% | 439 |
|
|
2024
Q3 | $28.7K | Buy |
698
+11
| +2% | +$452 | 0.01% | 434 |
|
|
2024
Q2 | $24.8K | Sell |
687
-30
| -4% | -$1.08K | ﹤0.01% | 453 |
|
|
2024
Q1 | $26K | Sell |
717
-6
| -0.8% | -$218 | 0.01% | 455 |
|
|
2023
Q4 | $24K | Sell |
723
-80
| -10% | -$2.65K | 0.01% | 424 |
|
|
2023
Q3 | $18.8K | Sell |
803
-42
| -5% | -$983 | ﹤0.01% | 442 |
|
|
2023
Q2 | $22K | Buy |
845
+14
| +2% | +$365 | ﹤0.01% | 466 |
|
|
2023
Q1 | $25.2K | Hold |
831
| – | – | 0.01% | 453 |
|
|
2022
Q4 | $32.7K | Hold |
831
| – | – | 0.01% | 412 |
|
|
2022
Q3 | $29K | Buy |
831
+77
| +10% | +$2.69K | 0.01% | 393 |
|
|
2022
Q2 | $27K | Sell |
754
-18
| -2% | -$645 | 0.01% | 412 |
|
|
2022
Q1 | $35K | Hold |
772
| – | – | 0.01% | 403 |
|
|
2021
Q4 | $36K | Buy |
772
+210
| +37% | +$9.79K | 0.01% | 409 |
|
|
2021
Q3 | $27K | Hold |
562
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $26K | Hold |
562
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $25K | Sell |
562
-101
| -15% | -$4.49K | 0.01% | 473 |
|
|
2020
Q4 | $24K | Buy |
663
+149
| +29% | +$5.39K | 0.01% | 448 |
|
|
2020
Q3 | $13K | Buy |
514
+413
| +409% | +$10.4K | ﹤0.01% | 435 |
|
|
2020
Q2 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 442 |
|