Creative Planning’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 | $10M | Buy |
224,490
+10,835
| +5% | +$485K | 0.01% | 511 |
|
|
2025
Q1 | $8.75M | Buy |
213,655
+11,739
| +6% | +$481K | 0.01% | 531 |
|
|
2024
Q4 | $8.84M | Sell |
201,916
-6,560
| -3% | -$287K | 0.01% | 487 |
|
|
2024
Q3 | $8.56M | Buy |
208,476
+2,245
| +1% | +$92.2K | 0.01% | 483 |
|
|
2024
Q2 | $7.43M | Buy |
206,231
+9,763
| +5% | +$352K | 0.01% | 502 |
|
|
2024
Q1 | $7.13M | Buy |
196,468
+3,723
| +2% | +$135K | 0.01% | 503 |
|
|
2023
Q4 | $6.39M | Sell |
192,745
-1,386
| -0.7% | -$45.9K | 0.01% | 506 |
|
|
2023
Q3 | $5.2M | Sell |
194,131
-11,488
| -6% | -$308K | 0.01% | 522 |
|
|
2023
Q2 | $5.36M | Buy |
205,619
+138,385
| +206% | +$3.61M | 0.01% | 503 |
|
|
2023
Q1 | $2.04M | Sell |
67,234
-11,544
| -15% | -$351K | ﹤0.01% | 765 |
|
|
2022
Q4 | $3.1M | Buy |
78,778
+9,584
| +14% | +$377K | ﹤0.01% | 604 |
|
|
2022
Q3 | $2.38M | Buy |
69,194
+22,977
| +50% | +$789K | ﹤0.01% | 639 |
|
|
2022
Q2 | $1.65M | Buy |
46,217
+7,344
| +19% | +$262K | ﹤0.01% | 780 |
|
|
2022
Q1 | $1.76M | Buy |
38,873
+9,894
| +34% | +$448K | ﹤0.01% | 756 |
|
|
2021
Q4 | $1.37M | Buy |
28,979
+2,238
| +8% | +$106K | ﹤0.01% | 818 |
|
|
2021
Q3 | $1.26M | Buy |
26,741
+7,388
| +38% | +$347K | ﹤0.01% | 849 |
|
|
2021
Q2 | $888K | Sell |
19,353
-13,585
| -41% | -$623K | ﹤0.01% | 988 |
|
|
2021
Q1 | $1.45M | Buy |
32,938
+11,395
| +53% | +$503K | ﹤0.01% | 840 |
|
|
2020
Q4 | $770K | Sell |
21,543
-470
| -2% | -$16.8K | ﹤0.01% | 1063 |
|
|
2020
Q3 | $556K | Sell |
22,013
-12,581
| -36% | -$318K | ﹤0.01% | 1069 |
|
|
2020
Q2 | $873K | Sell |
34,594
-20,153
| -37% | -$509K | ﹤0.01% | 782 |
|
|
2020
Q1 | $1.03M | Buy |
54,747
+30,095
| +122% | +$566K | ﹤0.01% | 630 |
|
|
2019
Q4 | $1M | Buy |
24,652
+578
| +2% | +$23.5K | ﹤0.01% | 785 |
|
|
2019
Q3 | $851K | Sell |
24,074
-654
| -3% | -$23.1K | ﹤0.01% | 828 |
|
|
2019
Q2 | $874K | Buy |
24,728
+690
| +3% | +$24.4K | ﹤0.01% | 806 |
|
|
2019
Q1 | $781K | Buy |
24,038
+1,272
| +6% | +$41.3K | ﹤0.01% | 825 |
|
|
2018
Q4 | $677K | Buy |
22,766
+9,038
| +66% | +$269K | ﹤0.01% | 817 |
|
|
2018
Q3 | $529K | Sell |
13,728
-310
| -2% | -$11.9K | ﹤0.01% | 1037 |
|
|
2018
Q2 | $546K | Buy |
14,038
+448
| +3% | +$17.4K | ﹤0.01% | 1016 |
|
|
2018
Q1 | $571K | Sell |
13,590
-709
| -5% | -$29.8K | ﹤0.01% | 1004 |
|
|
2017
Q4 | $600K | Buy |
14,299
+557
| +4% | +$23.4K | ﹤0.01% | 961 |
|
|
2017
Q3 | $520K | Buy |
13,742
+1,356
| +11% | +$51.3K | ﹤0.01% | 1034 |
|
|
2017
Q2 | $442K | Sell |
12,386
-38
| -0.3% | -$1.36K | ﹤0.01% | 1068 |
|
|
2017
Q1 | $429K | Buy |
12,424
+717
| +6% | +$24.8K | ﹤0.01% | 1062 |
|
|
2016
Q4 | $417K | Sell |
11,707
-133
| -1% | -$4.74K | ﹤0.01% | 1010 |
|
|
2016
Q3 | $293K | Buy |
11,840
+11,736
| +11,285% | +$290K | ﹤0.01% | 1189 |
|
|
2016
Q2 | $2K | Buy |
104
+56
| +117% | +$1.08K | ﹤0.01% | 3890 |
|
|
2016
Q1 | $1K | Sell |
48
-443
| -90% | -$9.23K | ﹤0.01% | 3995 |
|
|
2015
Q4 | $13K | Buy |
+491
| New | +$13K | ﹤0.01% | 3066 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$27K | – | 1351 |
|
|
2015
Q1 | $27K | Buy |
+1,100
| New | +$27K | ﹤0.01% | 2451 |
|