CIBC Private Wealth Group’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
Q2 | $163K | Buy |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $137K | Sell |
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|
2024
Q3 | $174K | Buy |
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|
2024
Q2 | $127K | Buy |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $890K | Sell |
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|
2021
Q1 | $870K | Buy |
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|
2020
Q4 | $558K | Sell |
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|
2020
Q3 | $451K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $375K | Sell |
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|
2019
Q3 | $355K | Sell |
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|
2019
Q2 | $373K | Sell |
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|
2019
Q1 | $450K | Sell |
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|
2018
Q4 | $536K | Sell |
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|
2018
Q3 | $42.8M | Sell |
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|
2018
Q2 | $68.6M | Sell |
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|
2018
Q1 | $77.8M | Buy |
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|
2017
Q4 | $74.3M | Buy |
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|
2017
Q3 | $50.6M | Buy |
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