Gladstone Institutional Advisory’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 | $453K | Sell |
10,118
-161
| -2% | -$7.21K | 0.02% | 523 |
|
|
2025
Q1 | $421K | Sell |
10,279
-503
| -5% | -$20.6K | 0.02% | 509 |
|
|
2024
Q4 | $472K | Sell |
10,782
-308
| -3% | -$13.5K | 0.02% | 483 |
|
|
2024
Q3 | $455K | Sell |
11,090
-468
| -4% | -$19.2K | 0.02% | 474 |
|
|
2024
Q2 | $416K | Buy |
11,558
+50
| +0.4% | +$1.8K | 0.02% | 463 |
|
|
2024
Q1 | $418K | Sell |
11,508
-66
| -0.6% | -$2.4K | 0.02% | 458 |
|
|
2023
Q4 | $384K | Buy |
11,574
+584
| +5% | +$19.4K | 0.02% | 469 |
|
|
2023
Q3 | $295K | Buy |
10,990
+2,007
| +22% | +$53.8K | 0.02% | 500 |
|
|
2023
Q2 | $234K | Buy |
8,983
+590
| +7% | +$15.4K | 0.01% | 570 |
|
|
2023
Q1 | $255K | Buy |
8,393
+446
| +6% | +$13.5K | 0.02% | 564 |
|
|
2022
Q4 | $313K | Sell |
7,947
-1,407
| -15% | -$55.4K | 0.02% | 491 |
|
|
2022
Q3 | $321K | Buy |
9,354
+2,236
| +31% | +$76.7K | 0.03% | 482 |
|
|
2022
Q2 | $254K | Buy |
7,118
+2,484
| +54% | +$88.6K | 0.02% | 544 |
|
|
2022
Q1 | $210K | Buy |
4,634
+226
| +5% | +$10.2K | 0.01% | 658 |
|
|
2021
Q4 | $208K | Buy |
+4,408
| New | +$208K | 0.02% | 554 |
|