Gladstone Institutional Advisory’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Sell |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $455K | Sell |
|
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $208K | Buy |
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