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
Q4 | $365K | Buy |
6,252
+878
| +16% | +$47.2K | ﹤0.01% | 966 |
|
|
2025
Q3 | $286K | Buy |
5,374
+1,723
| +47% | +$85.8K | ﹤0.01% | 1032 |
|
|
2025
Q2 | $163K | Buy |
3,651
+230
| +7% | +$9.05K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $118K | Buy |
3,421
+368
| +12% | +$16.4K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $137K | Sell |
3,053
-1,194
| -28% | -$52.8K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $174K | Buy |
4,247
+675
| +19% | +$27.3K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $127K | Buy |
3,572
+265
| +8% | +$9.24K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $118K | Buy |
+3,307
| New | +$108K | ﹤0.01% | 1327 |
|
|
2023
Q1 | – | Sell |
-10,521
| Closed | -$414K | – | 893 |
|
|
2022
Q4 | $414K | Buy |
+10,521
| New | +$411K | ﹤0.01% | 644 |
|
|
2022
Q3 | – | Sell |
-10,094
| Closed | -$360K | – | 953 |
|
|
2022
Q2 | $360K | Sell |
10,094
-7,355
| -42% | -$290K | ﹤0.01% | 768 |
|
|
2022
Q1 | $791K | Buy |
17,449
+558
| +3% | +$28.7K | ﹤0.01% | 671 |
|
|
2021
Q4 | $798K | Buy |
16,891
+299
| +2% | +$14.4K | ﹤0.01% | 689 |
|
|
2021
Q3 | $779K | Sell |
16,592
-2,817
| -15% | -$124K | ﹤0.01% | 658 |
|
|
2021
Q2 | $890K | Sell |
19,409
-292
| -1% | -$13.8K | ﹤0.01% | 690 |
|
|
2021
Q1 | $870K | Buy |
19,701
+4,101
| +26% | +$171K | ﹤0.01% | 696 |
|
|
2020
Q4 | $558K | Sell |
15,600
-2,241
| -13% | -$70.3K | ﹤0.01% | 754 |
|
|
2020
Q3 | $451K | Buy |
+17,841
| New | +$453K | ﹤0.01% | 700 |
|
|
2020
Q1 | – | Sell |
-9,225
| Closed | -$375K | – | 855 |
|
|
2019
Q4 | $375K | Sell |
9,225
-803
| -8% | -$30.1K | ﹤0.01% | 757 |
|
|
2019
Q3 | $355K | Sell |
10,028
-520
| -5% | -$18.1K | ﹤0.01% | 751 |
|
|
2019
Q2 | $373K | Sell |
10,548
-3,285
| -24% | -$114K | ﹤0.01% | 772 |
|
|
2019
Q1 | $450K | Sell |
13,833
-4,202
| -23% | -$146K | ﹤0.01% | 745 |
|
|
2018
Q4 | $536K | Sell |
18,035
-1,090,966
| -98% | -$38.3M | ﹤0.01% | 668 |
|
|
2018
Q3 | $42.8M | Sell |
1,109,001
-655,695
| -37% | -$26.4M | 0.16% | 146 |
|
|
2018
Q2 | $68.6M | Sell |
1,764,696
-89,611
| -5% | -$3.73M | 0.28% | 103 |
|
|
2018
Q1 | $77.8M | Buy |
1,854,307
+84,992
| +5% | +$3.82M | 0.34% | 94 |
|
|
2017
Q4 | $74.3M | Buy |
1,769,315
+433,269
| +32% | +$16.9M | 0.32% | 100 |
|
|
2017
Q3 | $50.6M | Buy |
+1,336,046
| New | +$46.7M | 0.23% | 123 |
|
Other funds holding CFG
