Clearstead Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
2,814
-583
| -17% | -$26.1K | ﹤0.01% | 992 |
|
|
2025
Q1 | $139K | Buy |
3,397
+1,233
| +57% | +$50.5K | ﹤0.01% | 910 |
|
|
2024
Q4 | $94.7K | Buy |
2,164
+14
| +0.7% | +$613 | ﹤0.01% | 1036 |
|
|
2024
Q3 | $88.3K | Buy |
2,150
+100
| +5% | +$4.11K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $73.9K | Hold |
2,050
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q1 | $73.7K | Sell |
2,050
-852
| -29% | -$30.6K | ﹤0.01% | 674 |
|
|
2023
Q4 | $96.2K | Sell |
2,902
-2,902
| -50% | -$96.2K | 0.01% | 591 |
|
|
2023
Q3 | $156K | Buy |
5,804
+2,837
| +96% | +$76K | ﹤0.01% | 629 |
|
|
2023
Q2 | $77.4K | Sell |
2,967
-173
| -6% | -$4.51K | ﹤0.01% | 628 |
|
|
2023
Q1 | $95.4K | Sell |
3,140
-42
| -1% | -$1.28K | 0.01% | 520 |
|
|
2022
Q4 | $125K | Buy |
3,182
+167
| +6% | +$6.58K | 0.01% | 460 |
|
|
2022
Q3 | $104K | Buy |
3,015
+8
| +0.3% | +$276 | 0.01% | 468 |
|
|
2022
Q2 | $107K | Buy |
3,007
+105
| +4% | +$3.74K | 0.01% | 488 |
|
|
2022
Q1 | $132K | Hold |
2,902
| – | – | 0.01% | 492 |
|
|
2021
Q4 | $137K | Hold |
2,902
| – | – | 0.01% | 450 |
|
|
2021
Q3 | $136K | Sell |
2,902
-94
| -3% | -$4.41K | 0.01% | 424 |
|
|
2021
Q2 | $137K | Buy |
2,996
+94
| +3% | +$4.3K | 0.01% | 400 |
|
|
2021
Q1 | $128K | Hold |
2,902
| – | – | 0.01% | 397 |
|
|
2020
Q4 | $104K | Buy |
2,902
+852
| +42% | +$30.5K | 0.01% | 406 |
|
|
2020
Q3 | $52K | Buy |
+2,050
| New | +$52K | 0.01% | 458 |
|