Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
225,549
+38,072
| +20% | +$2.34M | 0.04% | 447 |
|
|
2025
Q4 | $11M | Buy |
187,477
+87,158
| +87% | +$4.68M | 0.03% | 491 |
|
|
2025
Q3 | $5.33M | Buy |
100,319
+23,624
| +31% | +$1.18M | 0.02% | 688 |
|
|
2025
Q2 | $3.43M | Sell |
76,695
-63,595
| -45% | -$2.5M | 0.01% | 721 |
|
|
2025
Q1 | $5.75M | Buy |
140,290
+39,405
| +39% | +$1.76M | 0.02% | 483 |
|
|
2024
Q4 | $4.42M | Buy |
100,885
+18,452
| +22% | +$816K | 0.02% | 505 |
|
|
2024
Q3 | $3.39M | Buy |
82,433
+41,734
| +103% | +$1.69M | 0.01% | 547 |
|
|
2024
Q2 | $1.47M | Buy |
40,699
+17,718
| +77% | +$618K | 0.01% | 731 |
|
|
2024
Q1 | $834K | Sell |
22,981
-62
| -0.3% | -$2.03K | ﹤0.01% | 932 |
|
|
2023
Q4 | $764K | Buy |
23,043
+5,771
| +33% | +$159K | ﹤0.01% | 915 |
|
|
2023
Q3 | $463K | Buy |
17,272
+3,815
| +28% | +$109K | ﹤0.01% | 1003 |
|
|
2023
Q2 | $351K | Buy |
13,457
+1,600
| +13% | +$44.1K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $360K | Buy |
11,857
+3,765
| +47% | +$147K | ﹤0.01% | 997 |
|
|
2022
Q4 | $319K | Sell |
8,092
-929
| -10% | -$36.3K | ﹤0.01% | 933 |
|
|
2022
Q3 | $310K | Buy |
9,021
+2,562
| +40% | +$94.8K | ﹤0.01% | 905 |
|
|
2022
Q2 | $231K | Buy |
6,459
+2,685
| +71% | +$106K | ﹤0.01% | 988 |
|
|
2022
Q1 | $171K | Buy |
3,774
+1,976
| +110% | +$102K | ﹤0.01% | 1102 |
|
|
2021
Q4 | $85K | Buy |
+1,798
| New | +$86.6K | ﹤0.01% | 1359 |
|
|
2021
Q2 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q1 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q4 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q3 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q2 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q1 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q4 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q3 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q2 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q1 | $57K | Sell |
1,251
-285
| -19% | -$9.88K | ﹤0.01% | 1337 |
|
|
2018
Q4 | $46K | Buy |
1,536
+348
| +29% | +$12.2K | ﹤0.01% | 893 |
|
|
2018
Q3 | $46K | Sell |
1,188
-171
| -13% | -$6.9K | ﹤0.01% | 764 |
|
|
2018
Q2 | $53K | Hold |
1,359
| – | – | ﹤0.01% | 618 |
|
|
2018
Q1 | $57K | Sell |
1,359
-125
| -8% | -$5.61K | ﹤0.01% | 533 |
|
|
2017
Q4 | $62K | Buy |
1,484
+5
| +0.3% | +$196 | ﹤0.01% | 497 |
|
|
2017
Q3 | $56K | Sell |
1,479
-34
| -2% | -$1.19K | ﹤0.01% | 498 |
|
|
2017
Q2 | $54K | Sell |
1,513
-4
| -0.3% | -$142 | ﹤0.01% | 467 |
|
|
2017
Q1 | $52K | Buy |
1,517
+277
| +22% | +$10.1K | ﹤0.01% | 451 |
|
|
2016
Q4 | $44K | Buy |
1,240
+270
| +28% | +$8.18K | ﹤0.01% | 462 |
|
|
2016
Q3 | $24K | Buy |
+970
| New | +$22.3K | ﹤0.01% | 528 |
|
Other funds holding CFG
VCM
VPM
