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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.33M | Buy |
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|
2025
Q2 | $3.43M | Sell |
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|
2025
Q1 | $5.75M | Buy |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $764K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $171K | Buy |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $57K | Sell |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $57K | Sell |
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|
2017
Q4 | $62K | Buy |
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|
2017
Q3 | $56K | Sell |
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|
2017
Q2 | $54K | Sell |
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|
2017
Q1 | $52K | Buy |
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|
2016
Q4 | $44K | Buy |
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|
2016
Q3 | $24K | Buy |
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