Coldstream Capital Management’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 | $1.11M | Buy |
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|
2025
Q1 | $796K | Sell |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $843K | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $647K | Buy |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $370K | Sell |
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|
2020
Q4 | $300K | Buy |
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