Forum Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $844K | Buy |
|
|||||
|
2025
Q3 | $768K | Buy |
|
|||||
|
2025
Q2 | $588K | Buy |
|
|||||
|
2025
Q1 | $497K | Buy |
|
|||||
|
2024
Q4 | $531K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $231K | Sell |
|
|||||
|
2022
Q4 | $319K | Hold |
|
|||||
|
2022
Q3 | $278K | Sell |
|
|||||
|
2022
Q2 | $425K | Buy |
|
|||||
|
2022
Q1 | $439K | Hold |
|
|||||
|
2021
Q4 | $458K | Buy |
|