Corient Private Wealth’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 | $4.2M | Buy |
93,880
+4,013
| +4% | +$180K | ﹤0.01% | 815 |
|
|
2025
Q1 | $3.68M | Buy |
89,867
+4,332
| +5% | +$177K | 0.01% | 770 |
|
|
2024
Q4 | $3.74M | Buy |
85,535
+802
| +0.9% | +$35.1K | 0.01% | 781 |
|
|
2024
Q3 | $3.48M | Sell |
84,733
-2,965
| -3% | -$122K | 0.01% | 846 |
|
|
2024
Q2 | $3.16M | Buy |
87,698
+16,154
| +23% | +$582K | 0.01% | 846 |
|
|
2024
Q1 | $2.6M | Buy |
71,544
+1,429
| +2% | +$51.9K | ﹤0.01% | 916 |
|
|
2023
Q4 | $2.32M | Buy |
70,115
+7,800
| +13% | +$258K | ﹤0.01% | 934 |
|
|
2023
Q3 | $1.67M | Buy |
62,315
+12,698
| +26% | +$340K | ﹤0.01% | 980 |
|
|
2023
Q2 | $1.33M | Sell |
49,617
-10,381
| -17% | -$278K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $1.82M | Buy |
59,998
+545
| +0.9% | +$16.5K | ﹤0.01% | 870 |
|
|
2022
Q4 | $2.34M | Buy |
+59,453
| New | +$2.34M | 0.01% | 661 |
|