Cetera Investment Advisers’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 | $9.54M | Sell |
159,144
-5,380
| -3% | -$331K | 0.01% | 1090 |
|
|
2025
Q4 | $9.61M | Buy |
164,524
+3,086
| +2% | +$166K | 0.01% | 1056 |
|
|
2025
Q3 | $8.58M | Buy |
161,438
+45,577
| +39% | +$2.27M | 0.01% | 1083 |
|
|
2025
Q2 | $5.18M | Sell |
115,861
-4,143
| -3% | -$163K | 0.01% | 1164 |
|
|
2025
Q1 | $4.92M | Sell |
120,004
-35,414
| -23% | -$1.58M | 0.01% | 1126 |
|
|
2024
Q4 | $6.8M | Buy |
155,418
+7,823
| +5% | +$346K | 0.01% | 883 |
|
|
2024
Q3 | $6.06M | Buy |
147,595
+12,740
| +9% | +$515K | 0.01% | 916 |
|
|
2024
Q2 | $4.86M | Buy |
134,855
+6,003
| +5% | +$209K | 0.01% | 1014 |
|
|
2024
Q1 | $4.68M | Buy |
128,852
+102,899
| +396% | +$3.38M | 0.01% | 1018 |
|
|
2023
Q4 | $860K | Sell |
25,953
-1,471
| -5% | -$40.5K | 0.01% | 1190 |
|
|
2023
Q3 | $735K | Sell |
27,424
-3,808
| -12% | -$109K | 0.01% | 1221 |
|
|
2023
Q2 | $815K | Sell |
31,232
-1,608
| -5% | -$44.3K | 0.01% | 1158 |
|
|
2023
Q1 | $997K | Buy |
32,840
+13,367
| +69% | +$524K | 0.01% | 1038 |
|
|
2022
Q4 | $767K | Buy |
19,473
+12,610
| +184% | +$492K | 0.01% | 1120 |
|
|
2022
Q3 | $236K | Sell |
6,863
-2,436
| -26% | -$90.1K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $332K | Buy |
9,299
+876
| +10% | +$34.6K | 0.01% | 1346 |
|
|
2022
Q1 | $382K | Buy |
8,423
+212
| +3% | +$10.9K | 0.01% | 1349 |
|
|
2021
Q4 | $388K | Sell |
8,211
-1,856
| -18% | -$89.4K | 0.01% | 1336 |
|
|
2021
Q3 | $473K | Buy |
10,067
+333
| +3% | +$14.6K | 0.01% | 1175 |
|
|
2021
Q2 | $447K | Buy |
9,734
+1,121
| +13% | +$52.9K | 0.01% | 1185 |
|
|
2021
Q1 | $380K | Buy |
8,613
+2,404
| +39% | +$100K | 0.01% | 1121 |
|
|
2020
Q4 | $222K | Buy |
+6,209
| New | +$195K | ﹤0.01% | 1405 |
|
Other funds holding CFG
VCM
VPM
