Geneos Wealth 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 | $347K | Sell |
7,762
-12,561
| -62% | -$562K | 0.01% | 815 |
|
|
2025
Q1 | $833K | Buy |
20,323
+14,541
| +251% | +$596K | 0.01% | 729 |
|
|
2024
Q4 | $253K | Buy |
5,782
+519
| +10% | +$22.7K | 0.01% | 766 |
|
|
2024
Q3 | $216K | Buy |
5,263
+5,208
| +9,469% | +$214K | 0.01% | 750 |
|
|
2024
Q2 | $1.98K | Hold |
55
| – | – | ﹤0.01% | 1890 |
|
|
2024
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q4 | $1.82K | Buy |
55
+24
| +77% | +$795 | ﹤0.01% | 1935 |
|
|
2023
Q3 | $831 | Sell |
31
-22
| -42% | -$590 | ﹤0.01% | 2050 |
|
|
2023
Q2 | $1.38K | Sell |
53
-672
| -93% | -$17.5K | ﹤0.01% | 1987 |
|
|
2023
Q1 | $22K | Sell |
725
-150
| -17% | -$4.56K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $34.4K | Buy |
875
+725
| +483% | +$28.5K | ﹤0.01% | 1176 |
|
|
2022
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1676 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q1 | $6K | Sell |
150
-170
| -53% | -$6.8K | ﹤0.01% | 2264 |
|
|
2021
Q4 | $15K | Buy |
320
+170
| +113% | +$7.97K | ﹤0.01% | 2010 |
|
|
2021
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 2332 |
|
|
2021
Q2 | $6K | Sell |
150
-1,192
| -89% | -$47.7K | ﹤0.01% | 2370 |
|
|
2021
Q1 | $62K | Hold |
1,342
| – | – | ﹤0.01% | 1515 |
|
|
2020
Q4 | $3K | Buy |
1,342
+1,298
| +2,950% | +$2.9K | ﹤0.01% | 2603 |
|
|
2020
Q3 | $1K | Sell |
44
-515
| -92% | -$11.7K | ﹤0.01% | 2495 |
|
|
2020
Q2 | $14K | Buy |
559
+500
| +847% | +$12.5K | ﹤0.01% | 1764 |
|
|
2020
Q1 | $1K | Buy |
59
+15
| +34% | +$254 | ﹤0.01% | 2348 |
|
|
2019
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 2443 |
|
|
2019
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 2377 |
|
|
2019
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 2380 |
|