Evergreen Capital Management’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 | $493K | Buy |
11,027
+2,336
| +27% | +$105K | 0.01% | 557 |
|
|
2025
Q1 | $356K | Buy |
8,691
+2,209
| +34% | +$90.5K | 0.01% | 659 |
|
|
2024
Q4 | $284K | Buy |
6,482
+103
| +2% | +$4.51K | 0.01% | 765 |
|
|
2024
Q3 | $262K | Buy |
6,379
+686
| +12% | +$28.2K | 0.01% | 781 |
|
|
2024
Q2 | $205K | Buy |
+5,693
| New | +$205K | 0.01% | 861 |
|
|
2023
Q1 | – | Sell |
-12,492
| Closed | -$492K | – | 728 |
|
|
2022
Q4 | $492K | Buy |
12,492
+3,619
| +41% | +$142K | 0.02% | 374 |
|
|
2022
Q3 | $305K | Buy |
+8,873
| New | +$305K | 0.02% | 440 |
|