Evoke Wealth’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
$468K Buy
2025
Q2
$391K Buy
2022
Q4
Sell
2022
Q3
$8K Sell
2022
Q2
$29K Buy
2022
Q1
$21K Buy
2021
Q4
$15K Hold
2021
Q3
$14K Hold
2021
Q2
$14K Sell
2021
Q1
$20K Buy
2020
Q4
$12K Buy
2020
Q3
$5K Hold
2020
Q2
$5K Buy
2020
Q1
$376 Sell
2019
Q4
$14.3K Sell
2019
Q3
$13.6K Buy