Crewe Advisors’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 | – | Sell |
-160
| Closed | -$6.56K | – | 764 |
|
|
2025
Q1 | $6.56K | Hold |
160
| – | – | ﹤0.01% | 457 |
|
|
2024
Q4 | $7K | Sell |
160
-11
| -6% | -$481 | ﹤0.01% | 456 |
|
|
2024
Q3 | $7.02K | Hold |
171
| – | – | ﹤0.01% | 535 |
|
|
2024
Q2 | $6.16K | Hold |
171
| – | – | ﹤0.01% | 761 |
|
|
2024
Q1 | $6.21K | Buy |
+171
| New | +$6.21K | ﹤0.01% | 690 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$7.87K | – | 852 |
|
|
2022
Q4 | $7.87K | Sell |
200
-5
| -2% | -$197 | ﹤0.01% | 595 |
|
|
2022
Q3 | $7K | Buy |
205
+5
| +3% | +$171 | ﹤0.01% | 751 |
|
|
2022
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 679 |
|
|
2021
Q3 | – | Sell |
-37
| Closed | -$2K | – | 410 |
|
|
2021
Q2 | $2K | Sell |
37
-235
| -86% | -$12.7K | ﹤0.01% | 394 |
|
|
2021
Q1 | $12K | Hold |
272
| – | – | ﹤0.01% | 261 |
|
|
2020
Q4 | $10K | Sell |
272
-284
| -51% | -$10.4K | ﹤0.01% | 260 |
|
|
2020
Q3 | $14K | Buy |
+556
| New | +$14K | 0.01% | 209 |
|