EverSource Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
6,565
+2,274
| +53% | +$102K | 0.01% | 677 |
|
|
2025
Q1 | $176K | Buy |
4,291
+658
| +18% | +$27K | 0.01% | 702 |
|
|
2024
Q4 | $159K | Buy |
3,633
+364
| +11% | +$15.9K | 0.01% | 745 |
|
|
2024
Q3 | $134K | Sell |
3,269
-504
| -13% | -$20.7K | 0.01% | 698 |
|
|
2024
Q2 | $161K | Sell |
3,773
-667
| -15% | -$28.5K | 0.01% | 634 |
|
|
2024
Q1 | $151K | Sell |
4,440
-352
| -7% | -$12K | 0.01% | 575 |
|
|
2023
Q4 | $159K | Buy |
4,792
+847
| +21% | +$28.1K | 0.01% | 495 |
|
|
2023
Q3 | $106K | Buy |
3,945
+197
| +5% | +$5.28K | 0.01% | 552 |
|
|
2023
Q2 | $97.7K | Buy |
3,748
+843
| +29% | +$22K | 0.01% | 588 |
|
|
2023
Q1 | $88.2K | Sell |
2,905
-794
| -21% | -$24.1K | 0.01% | 583 |
|
|
2022
Q4 | $146K | Buy |
3,699
+1,151
| +45% | +$45.3K | 0.02% | 415 |
|
|
2022
Q3 | $88K | Buy |
2,548
+338
| +15% | +$11.7K | 0.02% | 462 |
|
|
2022
Q2 | $78K | Buy |
2,210
+144
| +7% | +$5.08K | 0.02% | 450 |
|
|
2022
Q1 | $93K | Buy |
2,066
+1,941
| +1,553% | +$87.4K | 0.02% | 345 |
|
|
2021
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 1168 |
|