Cobblestone Capital 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 | $465K | Buy |
10,387
+371
| +4% | +$16.6K | 0.02% | 205 |
|
|
2025
Q1 | $410K | Sell |
10,016
-1,328
| -12% | -$54.4K | 0.02% | 206 |
|
|
2024
Q4 | $496K | Sell |
11,344
-51
| -0.4% | -$2.23K | 0.03% | 187 |
|
|
2024
Q3 | $468K | Buy |
11,395
+280
| +3% | +$11.5K | 0.03% | 197 |
|
|
2024
Q2 | $400K | Buy |
11,115
+196
| +2% | +$7.06K | 0.02% | 198 |
|
|
2024
Q1 | $396K | Buy |
10,919
+903
| +9% | +$32.8K | 0.03% | 197 |
|
|
2023
Q4 | $332K | Sell |
10,016
-190
| -2% | -$6.3K | 0.02% | 213 |
|
|
2023
Q3 | $274K | Buy |
10,206
+22
| +0.2% | +$590 | 0.02% | 219 |
|
|
2023
Q2 | $266K | Buy |
10,184
+461
| +5% | +$12K | 0.02% | 227 |
|
|
2023
Q1 | $295K | Buy |
+9,723
| New | +$295K | 0.02% | 211 |
|