Carson Wealth (CWM LLC)’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
76,695
-63,595
| -45% | -$2.85M | 0.01% | 721 |
|
|
2025
Q1 | $5.75M | Buy |
140,290
+39,405
| +39% | +$1.61M | 0.02% | 483 |
|
|
2024
Q4 | $4.42M | Buy |
100,885
+18,452
| +22% | +$808K | 0.02% | 505 |
|
|
2024
Q3 | $3.39M | Buy |
82,433
+41,734
| +103% | +$1.71M | 0.01% | 546 |
|
|
2024
Q2 | $1.47M | Buy |
40,699
+17,718
| +77% | +$638K | 0.01% | 730 |
|
|
2024
Q1 | $834K | Sell |
22,981
-62
| -0.3% | -$2.25K | ﹤0.01% | 931 |
|
|
2023
Q4 | $764K | Buy |
23,043
+5,771
| +33% | +$191K | ﹤0.01% | 914 |
|
|
2023
Q3 | $463K | Buy |
17,272
+3,815
| +28% | +$102K | ﹤0.01% | 1000 |
|
|
2023
Q2 | $351K | Buy |
13,457
+1,600
| +13% | +$41.7K | ﹤0.01% | 1056 |
|
|
2023
Q1 | $360K | Buy |
11,857
+3,765
| +47% | +$114K | ﹤0.01% | 995 |
|
|
2022
Q4 | $319K | Sell |
8,092
-929
| -10% | -$36.6K | ﹤0.01% | 931 |
|
|
2022
Q3 | $310K | Buy |
9,021
+2,562
| +40% | +$88K | ﹤0.01% | 903 |
|
|
2022
Q2 | $231K | Buy |
6,459
+2,685
| +71% | +$96K | ﹤0.01% | 986 |
|
|
2022
Q1 | $171K | Buy |
3,774
+1,976
| +110% | +$89.5K | ﹤0.01% | 1100 |
|
|
2021
Q4 | $85K | Buy |
+1,798
| New | +$85K | ﹤0.01% | 1357 |
|
|
2021
Q2 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2021
Q1 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q4 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q3 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q2 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q1 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q4 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q3 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q2 | $57K | Hold |
1,251
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q1 | $57K | Sell |
1,251
-285
| -19% | -$13K | ﹤0.01% | 1335 |
|
|
2018
Q4 | $46K | Buy |
1,536
+348
| +29% | +$10.4K | ﹤0.01% | 890 |
|
|
2018
Q3 | $46K | Sell |
1,188
-171
| -13% | -$6.62K | ﹤0.01% | 762 |
|
|
2018
Q2 | $53K | Hold |
1,359
| – | – | ﹤0.01% | 616 |
|
|
2018
Q1 | $57K | Sell |
1,359
-125
| -8% | -$5.24K | ﹤0.01% | 532 |
|
|
2017
Q4 | $62K | Buy |
1,484
+5
| +0.3% | +$209 | ﹤0.01% | 496 |
|
|
2017
Q3 | $56K | Sell |
1,479
-34
| -2% | -$1.29K | ﹤0.01% | 497 |
|
|
2017
Q2 | $54K | Sell |
1,513
-4
| -0.3% | -$143 | ﹤0.01% | 466 |
|
|
2017
Q1 | $52K | Buy |
1,517
+277
| +22% | +$9.5K | ﹤0.01% | 450 |
|
|
2016
Q4 | $44K | Buy |
1,240
+270
| +28% | +$9.58K | ﹤0.01% | 461 |
|
|
2016
Q3 | $24K | Buy |
+970
| New | +$24K | ﹤0.01% | 527 |
|