Envestnet Portfolio Solutions’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 | $464K | Sell |
10,369
-1,352
| -12% | -$60.5K | ﹤0.01% | 1127 |
|
|
2025
Q1 | $480K | Sell |
11,721
-5,236
| -31% | -$215K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $742K | Buy |
16,957
+2,415
| +17% | +$106K | ﹤0.01% | 1050 |
|
|
2024
Q3 | $597K | Buy |
14,542
+2,006
| +16% | +$82.4K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $452K | Sell |
12,536
-10,067
| -45% | -$363K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $820K | Buy |
22,603
+1,260
| +6% | +$45.7K | ﹤0.01% | 915 |
|
|
2023
Q4 | $707K | Buy |
21,343
+393
| +2% | +$13K | ﹤0.01% | 909 |
|
|
2023
Q3 | $561K | Buy |
+20,950
| New | +$561K | ﹤0.01% | 938 |
|