Compass Wealth 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
Q3 | – | Sell |
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|
2025
Q2 | $481K | Hold |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $584K | Sell |
|
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|
2024
Q3 | $569K | Sell |
|
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|
2024
Q2 | $509K | Hold |
|
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|
2024
Q1 | $513K | Sell |
|
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|
2023
Q4 | $722K | Sell |
|
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|
2023
Q3 | $785K | Sell |
|
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|
2023
Q2 | $1.04M | Sell |
|
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.74M | Buy |
|