EverSource Wealth Advisors’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
Q2 | $294K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $161K | Sell |
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|
2024
Q1 | $151K | Sell |
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $97.7K | Buy |
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|
2023
Q1 | $88.2K | Sell |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $6K | Buy |
|