FSC Wealth 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 | – | Sell |
-2,464
| Closed | -$101K | – | 103 |
|
|
2025
Q1 | $101K | Hold |
2,464
| – | – | 0.07% | 82 |
|
|
2024
Q4 | $108K | Sell |
2,464
-500
| -17% | -$21.9K | 0.07% | 83 |
|
|
2024
Q3 | $122K | Hold |
2,964
| – | – | 0.09% | 74 |
|
|
2024
Q2 | $107K | Hold |
2,964
| – | – | 0.08% | 74 |
|
|
2024
Q1 | $108K | Buy |
2,964
+5
| +0.2% | +$181 | 0.08% | 68 |
|
|
2023
Q4 | $98.1K | Buy |
2,959
+32
| +1% | +$1.06K | 0.07% | 71 |
|
|
2023
Q3 | $78.4K | Buy |
2,927
+527
| +22% | +$14.1K | 0.08% | 56 |
|
|
2023
Q2 | $62.6K | Buy |
+2,400
| New | +$62.6K | 0.06% | 63 |
|