Cornerstone Planning Group’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 | $5.44K | Sell |
115
-121
| -51% | -$5.72K | ﹤0.01% | 701 |
|
|
2025
Q1 | $8.61K | Buy |
236
+133
| +129% | +$4.85K | ﹤0.01% | 614 |
|
|
2024
Q4 | $4.9K | Sell |
103
-7
| -6% | -$333 | ﹤0.01% | 585 |
|
|
2024
Q3 | $4.65K | Buy |
110
+14
| +15% | +$591 | ﹤0.01% | 582 |
|
|
2024
Q2 | $3.68K | Sell |
96
-5
| -5% | -$192 | ﹤0.01% | 637 |
|
|
2024
Q1 | $3.58K | Buy |
101
+14
| +16% | +$496 | ﹤0.01% | 573 |
|
|
2023
Q4 | $2.88K | Hold |
87
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $2.33K | Sell |
87
-180
| -67% | -$4.83K | ﹤0.01% | 624 |
|
|
2023
Q2 | $6.96K | Buy |
+267
| New | +$6.96K | ﹤0.01% | 779 |
|