Centennial Wealth Advisory’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 | $557K | Sell |
12,449
-3,823
| -23% | -$171K | 0.18% | 75 |
|
|
2025
Q1 | $667K | Buy |
16,272
+3,673
| +29% | +$150K | 0.24% | 51 |
|
|
2024
Q4 | $551K | Buy |
12,599
+783
| +7% | +$34.3K | 0.22% | 57 |
|
|
2024
Q3 | $485K | Buy |
11,816
+435
| +4% | +$17.9K | 0.19% | 63 |
|
|
2024
Q2 | $410K | Buy |
11,381
+1,984
| +21% | +$71.5K | 0.18% | 72 |
|
|
2024
Q1 | $341K | Sell |
9,397
-320
| -3% | -$11.6K | 0.16% | 92 |
|
|
2023
Q4 | $322K | Sell |
9,717
-797
| -8% | -$26.4K | 0.16% | 94 |
|
|
2023
Q3 | $282K | Sell |
10,514
-510
| -5% | -$13.7K | 0.15% | 103 |
|
|
2023
Q2 | $287K | Buy |
11,024
+3,469
| +46% | +$90.5K | 0.15% | 104 |
|
|
2023
Q1 | $229K | Sell |
7,555
-365
| -5% | -$11.1K | 0.12% | 114 |
|
|
2022
Q4 | $312K | Buy |
7,920
+748
| +10% | +$29.4K | 0.17% | 88 |
|
|
2022
Q3 | $246K | Buy |
+7,172
| New | +$246K | 0.14% | 84 |
|