Continuum Advisory’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 | $391K | Sell |
8,732
-549
| -6% | -$24.6K | 0.05% | 296 |
|
|
2025
Q1 | $380K | Buy |
9,281
+201
| +2% | +$8.24K | 0.05% | 276 |
|
|
2024
Q4 | $397K | Buy |
9,080
+802
| +10% | +$35.1K | 0.05% | 277 |
|
|
2024
Q3 | $386K | Sell |
8,278
-572
| -6% | -$26.6K | 0.05% | 285 |
|
|
2024
Q2 | $319K | Hold |
8,850
| – | – | 0.05% | 295 |
|
|
2024
Q1 | $319K | Sell |
8,850
-2,479
| -22% | -$89.3K | 0.05% | 292 |
|
|
2023
Q4 | $376K | Buy |
11,329
+2,099
| +23% | +$69.6K | 0.05% | 328 |
|
|
2023
Q3 | $247K | Sell |
9,230
-69
| -0.7% | -$1.85K | 0.04% | 397 |
|
|
2023
Q2 | $243K | Sell |
9,299
-2,747
| -23% | -$71.6K | 0.04% | 401 |
|
|
2023
Q1 | $366K | Sell |
12,046
-54
| -0.4% | -$1.64K | 0.06% | 311 |
|
|
2022
Q4 | $476K | Buy |
12,100
+573
| +5% | +$22.6K | 0.09% | 264 |
|
|
2022
Q3 | $396K | Sell |
11,527
-1,052
| -8% | -$36.1K | 0.07% | 279 |
|
|
2022
Q2 | $449K | Buy |
12,579
+1,818
| +17% | +$64.9K | 0.08% | 268 |
|
|
2022
Q1 | $424K | Buy |
10,761
+4,260
| +66% | +$168K | 0.08% | 267 |
|
|
2021
Q4 | $307K | Buy |
6,501
+1,342
| +26% | +$63.4K | 0.07% | 239 |
|
|
2021
Q3 | $242K | Buy |
+5,159
| New | +$242K | 0.06% | 254 |
|