Compass Wealth Management’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 | $481K | Hold |
10,750
| – | – | 0.11% | 109 |
|
|
2025
Q1 | $440K | Sell |
10,750
-2,600
| -19% | -$107K | 0.11% | 111 |
|
|
2024
Q4 | $584K | Sell |
13,350
-500
| -4% | -$21.9K | 0.14% | 104 |
|
|
2024
Q3 | $569K | Sell |
13,850
-275
| -2% | -$11.3K | 0.13% | 107 |
|
|
2024
Q2 | $509K | Hold |
14,125
| – | – | 0.13% | 113 |
|
|
2024
Q1 | $513K | Sell |
14,125
-7,650
| -35% | -$278K | 0.13% | 113 |
|
|
2023
Q4 | $722K | Sell |
21,775
-7,525
| -26% | -$249K | 0.2% | 97 |
|
|
2023
Q3 | $785K | Sell |
29,300
-10,453
| -26% | -$280K | 0.25% | 96 |
|
|
2023
Q2 | $1.04M | Sell |
39,753
-25,575
| -39% | -$667K | 0.31% | 85 |
|
|
2023
Q1 | $1.98M | Sell |
65,328
-4,175
| -6% | -$127K | 0.63% | 51 |
|
|
2022
Q4 | $2.74M | Buy |
+69,503
| New | +$2.74M | 0.9% | 40 |
|