Gallagher Fiduciary 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 | $798K | Sell |
17,836
-75
| -0.4% | -$3.36K | 0.03% | 102 |
|
|
2025
Q1 | $734K | Buy |
17,911
+525
| +3% | +$21.5K | 0.02% | 120 |
|
|
2024
Q4 | $761K | Buy |
17,386
+327
| +2% | +$14.3K | 0.15% | 94 |
|
|
2024
Q3 | $701K | Sell |
17,059
-3,070
| -15% | -$126K | 0.14% | 82 |
|
|
2024
Q2 | $725K | Sell |
20,129
-541
| -3% | -$19.5K | 0.16% | 71 |
|
|
2024
Q1 | $750K | Sell |
20,670
-1,290
| -6% | -$46.8K | 0.03% | 77 |
|
|
2023
Q4 | $728K | Buy |
21,960
+52
| +0.2% | +$1.72K | 0.03% | 77 |
|
|
2023
Q3 | $587K | Buy |
21,908
+1,463
| +7% | +$39.2K | 0.05% | 87 |
|
|
2023
Q2 | $533K | Buy |
+20,445
| New | +$533K | 0.04% | 120 |
|