Forum Financial Management’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 | $588K | Buy |
13,150
+1,008
| +8% | +$45.1K | 0.01% | 355 |
|
|
2025
Q1 | $497K | Buy |
12,142
+3
| +0% | +$123 | 0.01% | 373 |
|
|
2024
Q4 | $531K | Buy |
+12,139
| New | +$531K | 0.01% | 360 |
|
|
2023
Q2 | – | Sell |
-7,598
| Closed | -$231K | – | 665 |
|
|
2023
Q1 | $231K | Sell |
7,598
-496
| -6% | -$15.1K | 0.01% | 497 |
|
|
2022
Q4 | $319K | Hold |
8,094
| – | – | 0.01% | 372 |
|
|
2022
Q3 | $278K | Sell |
8,094
-3,825
| -32% | -$131K | 0.01% | 370 |
|
|
2022
Q2 | $425K | Buy |
11,919
+2,223
| +23% | +$79.3K | 0.02% | 261 |
|
|
2022
Q1 | $439K | Hold |
9,696
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $458K | Buy |
+9,696
| New | +$458K | 0.02% | 272 |
|