Cerity Partners’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 | $10.5M | Sell |
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|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $7.64M | Sell |
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|
2024
Q4 | $16.5M | Buy |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $8.85M | Sell |
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|
2023
Q3 | $7.28M | Buy |
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|
2023
Q2 | $6.78M | Buy |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $804K | Buy |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $201K | Buy |
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