Everence Capital Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $682K | Hold |
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|
2025
Q2 | $574K | Hold |
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|
2025
Q1 | $525K | Hold |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $775 | Hold |
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|
2024
Q1 | $825 | Hold |
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|
2023
Q4 | $753K | Hold |
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|
2023
Q3 | $609 | Buy |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $331 | Hold |
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|
2022
Q4 | $429 | Hold |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $494K | Hold |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $512K | Hold |
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|
2021
Q2 | $500K | Hold |
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|
2021
Q1 | $481K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $603K | Hold |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $516K | Hold |
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|
2018
Q3 | $670K | Hold |
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|
2018
Q2 | $676K | Hold |
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|
2018
Q1 | $729K | Hold |
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|
2017
Q4 | $729K | Buy |
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|
2017
Q3 | $406K | Hold |
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|
2017
Q2 | $383K | Buy |
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|
2017
Q1 | $215K | Hold |
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|
2016
Q4 | $222K | Buy |
|