Global Retirement Partners’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 | $121K | Buy |
+2,696
| New | +$121K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $107K | Sell |
2,448
-66
| -3% | -$2.89K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $103K | Buy |
2,514
+16
| +0.6% | +$657 | ﹤0.01% | 1226 |
|
|
2024
Q2 | $90K | Buy |
2,498
+316
| +14% | +$11.4K | ﹤0.01% | 1251 |
|
|
2024
Q1 | $79.2K | Sell |
2,182
-206
| -9% | -$7.48K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $74.5K | Buy |
2,388
+695
| +41% | +$21.7K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $43.4K | Buy |
1,693
+1,305
| +336% | +$33.5K | ﹤0.01% | 1345 |
|
|
2023
Q2 | $10.1K | Sell |
388
-105
| -21% | -$2.74K | ﹤0.01% | 1958 |
|
|
2023
Q1 | $12.9K | Sell |
493
-35
| -7% | -$918 | ﹤0.01% | 1817 |
|
|
2022
Q4 | $20.8K | Sell |
528
-1
| -0.2% | -$39 | ﹤0.01% | 1462 |
|
|
2022
Q3 | $22K | Sell |
529
-194
| -27% | -$8.07K | ﹤0.01% | 1346 |
|
|
2022
Q2 | $26K | Buy |
723
+88
| +14% | +$3.17K | ﹤0.01% | 1237 |
|
|
2022
Q1 | $25K | Buy |
+635
| New | +$25K | ﹤0.01% | 1255 |
|
|
2021
Q4 | – | Sell |
-576
| Closed | -$27K | – | 476 |
|
|
2021
Q3 | $27K | Buy |
576
+238
| +70% | +$11.2K | ﹤0.01% | 1096 |
|
|
2021
Q2 | $16K | Buy |
338
+204
| +152% | +$9.66K | ﹤0.01% | 1245 |
|
|
2021
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q4 | $5K | Hold |
134
| – | – | ﹤0.01% | 1428 |
|
|
2020
Q3 | $3K | Hold |
134
| – | – | ﹤0.01% | 1410 |
|
|
2020
Q2 | $3K | Hold |
134
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q1 | $3K | Hold |
134
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q4 | $5K | Sell |
134
-66
| -33% | -$2.46K | ﹤0.01% | 1321 |
|
|
2019
Q3 | $7K | Buy |
200
+66
| +49% | +$2.31K | ﹤0.01% | 1200 |
|
|
2019
Q2 | $5K | Hold |
134
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q1 | $4K | Hold |
134
| – | – | ﹤0.01% | 1279 |
|
|
2018
Q4 | $4K | Sell |
134
-309
| -70% | -$9.22K | ﹤0.01% | 1195 |
|
|
2018
Q3 | $17K | Buy |
443
+252
| +132% | +$9.67K | ﹤0.01% | 866 |
|
|
2018
Q2 | $7K | Buy |
191
+6
| +3% | +$220 | ﹤0.01% | 1086 |
|
|
2018
Q1 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 1014 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$11K | – | 1097 |
|
|
2016
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 659 |
|