Fort Sheridan 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 | $874K | Hold |
19,532
| – | – | 0.12% | 114 |
|
|
2025
Q1 | $800K | Hold |
19,532
| – | – | 0.12% | 117 |
|
|
2024
Q4 | $855K | Buy |
19,532
+11,880
| +155% | +$520K | 0.12% | 113 |
|
|
2024
Q3 | $314K | Buy |
+7,652
| New | +$314K | 0.05% | 197 |
|
|
2024
Q1 | – | Sell |
-6,846
| Closed | -$227K | – | 209 |
|
|
2023
Q4 | $227K | Sell |
6,846
-12,000
| -64% | -$398K | 0.05% | 176 |
|
|
2023
Q3 | $505K | Hold |
18,846
| – | – | 0.11% | 114 |
|
|
2023
Q2 | $492K | Sell |
18,846
-355
| -2% | -$9.26K | 0.11% | 122 |
|
|
2023
Q1 | $583K | Hold |
19,201
| – | – | 0.15% | 102 |
|
|
2022
Q4 | $756K | Buy |
19,201
+1,696
| +10% | +$66.8K | 0.25% | 77 |
|
|
2022
Q3 | $601K | Buy |
17,505
+10
| +0.1% | +$343 | 0.2% | 91 |
|
|
2022
Q2 | $624K | Buy |
+17,495
| New | +$624K | 0.2% | 88 |
|