Creative Planning’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
Q2 | $10M | Buy |
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|
2025
Q1 | $8.75M | Buy |
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|
2024
Q4 | $8.84M | Sell |
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|
2024
Q3 | $8.56M | Buy |
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|
2024
Q2 | $7.43M | Buy |
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|
2024
Q1 | $7.13M | Buy |
|
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|
2023
Q4 | $6.39M | Sell |
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|
2023
Q3 | $5.2M | Sell |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $2.04M | Sell |
|
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $770K | Sell |
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|
2020
Q3 | $556K | Sell |
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|
2020
Q2 | $873K | Sell |
|
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|
2020
Q1 | $1.03M | Buy |
|
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|
2019
Q4 | $1M | Buy |
|
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|
2019
Q3 | $851K | Sell |
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|
2019
Q2 | $874K | Buy |
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|
2019
Q1 | $781K | Buy |
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|
2018
Q4 | $677K | Buy |
|
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|
2018
Q3 | $529K | Sell |
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|
2018
Q2 | $546K | Buy |
|
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|
2018
Q1 | $571K | Sell |
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|
2017
Q4 | $600K | Buy |
|
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|
2017
Q3 | $520K | Buy |
|
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|
2017
Q2 | $442K | Sell |
|
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|
2017
Q1 | $429K | Buy |
|
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|
2016
Q4 | $417K | Sell |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | $2K | Buy |
|
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $13K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $27K | Buy |
|