Diversified Trust’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 | $490K | Buy |
10,960
+63
| +0.6% | +$2.82K | 0.01% | 600 |
|
|
2025
Q1 | $446K | Sell |
10,897
-46
| -0.4% | -$1.89K | 0.01% | 609 |
|
|
2024
Q4 | $479K | Sell |
10,943
-52
| -0.5% | -$2.28K | 0.01% | 612 |
|
|
2024
Q3 | $452K | Sell |
10,995
-1,468
| -12% | -$60.3K | 0.01% | 622 |
|
|
2024
Q2 | $449K | Buy |
12,463
+1,931
| +18% | +$69.6K | 0.01% | 566 |
|
|
2024
Q1 | $382K | Buy |
10,532
+570
| +6% | +$20.7K | 0.01% | 587 |
|
|
2023
Q4 | $330K | Buy |
+9,962
| New | +$330K | 0.01% | 623 |
|