Clearstead Advisors’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 | $126K | Sell |
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|
2025
Q1 | $139K | Buy |
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|
2024
Q4 | $94.7K | Buy |
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|
2024
Q3 | $88.3K | Buy |
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|
2024
Q2 | $73.9K | Hold |
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|
2024
Q1 | $73.7K | Sell |
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|
2023
Q4 | $96.2K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $77.4K | Sell |
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|
2023
Q1 | $95.4K | Sell |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $137K | Buy |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $52K | Buy |
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