GHP Investment 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 | $4.12K | Hold |
92
| – | – | ﹤0.01% | 810 |
|
|
2025
Q1 | $3.77K | Sell |
92
-53
| -37% | -$2.17K | ﹤0.01% | 807 |
|
|
2024
Q4 | $6.35K | Sell |
145
-69
| -32% | -$3.02K | ﹤0.01% | 756 |
|
|
2024
Q3 | $8.79K | Buy |
+214
| New | +$8.79K | ﹤0.01% | 732 |
|
|
2022
Q2 | – | Sell |
-221
| Closed | -$10K | – | 938 |
|
|
2022
Q1 | $10K | Buy |
+221
| New | +$10K | ﹤0.01% | 712 |
|