Farther Finance Advisors’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 | $433K | Buy |
9,686
+2,154
| +29% | +$96.4K | 0.01% | 977 |
|
|
2025
Q1 | $306K | Buy |
7,532
+3,018
| +67% | +$123K | 0.01% | 1028 |
|
|
2024
Q4 | $198K | Sell |
4,514
-12,954
| -74% | -$567K | 0.01% | 991 |
|
|
2024
Q3 | $717K | Buy |
17,468
+11,578
| +197% | +$475K | 0.03% | 462 |
|
|
2024
Q2 | $211K | Buy |
5,890
+3,765
| +177% | +$135K | 0.01% | 819 |
|
|
2024
Q1 | $75.7K | Buy |
2,125
+265
| +14% | +$9.44K | ﹤0.01% | 1040 |
|
|
2023
Q4 | $61.6K | Buy |
1,860
+782
| +73% | +$25.9K | ﹤0.01% | 970 |
|
|
2023
Q3 | $28.9K | Buy |
1,078
+296
| +38% | +$7.94K | ﹤0.01% | 979 |
|
|
2023
Q2 | $20.4K | Buy |
782
+207
| +36% | +$5.4K | ﹤0.01% | 992 |
|
|
2023
Q1 | $17.5K | Buy |
575
+55
| +11% | +$1.67K | 0.01% | 944 |
|
|
2022
Q4 | $20.5K | Buy |
+520
| New | +$20.5K | 0.01% | 732 |
|