CVA Family Office’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 | $62.1K | Sell |
1,387
-225
| -14% | -$10.1K | 0.01% | 506 |
|
|
2025
Q1 | $66K | Buy |
1,612
+337
| +26% | +$13.8K | 0.01% | 472 |
|
|
2024
Q4 | $55.8K | Buy |
1,275
+39
| +3% | +$1.71K | 0.01% | 502 |
|
|
2024
Q3 | $50.8K | Buy |
1,236
+26
| +2% | +$1.07K | 0.01% | 509 |
|
|
2024
Q2 | $43.6K | Hold |
1,210
| – | – | 0.01% | 521 |
|
|
2024
Q1 | $43.9K | Hold |
1,210
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $40.1K | Buy |
+1,210
| New | +$40.1K | 0.01% | 511 |
|
|
2023
Q2 | – | Sell |
-1,330
| Closed | -$40.4K | – | 1017 |
|
|
2023
Q1 | $40.4K | Buy |
1,330
+785
| +144% | +$23.8K | 0.01% | 478 |
|
|
2022
Q4 | $21.5K | Buy |
545
+10
| +2% | +$394 | 0.01% | 549 |
|
|
2022
Q3 | $18K | Sell |
535
-220
| -29% | -$7.4K | ﹤0.01% | 540 |
|
|
2022
Q2 | $27K | Buy |
755
+655
| +655% | +$23.4K | 0.01% | 477 |
|
|
2022
Q1 | $5K | Buy |
100
+80
| +400% | +$4K | ﹤0.01% | 765 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 868 |
|
|
2021
Q3 | – | Sell |
-405
| Closed | -$19K | – | 449 |
|
|
2021
Q2 | $19K | Sell |
405
-5
| -1% | -$235 | 0.01% | 535 |
|
|
2021
Q1 | $18K | Buy |
+410
| New | +$18K | 0.01% | 428 |
|