Global Retirement Partners’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
Q4 | $1.44M | Buy |
24,673
+21,076
| +586% | +$1.13M | 0.03% | 536 |
|
|
2025
Q3 | $191K | Buy |
3,597
+901
| +33% | +$44.8K | ﹤0.01% | 1202 |
|
|
2025
Q2 | $121K | Buy |
+2,696
| New | +$106K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $107K | Sell |
2,448
-66
| -3% | -$2.92K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $103K | Buy |
2,514
+16
| +0.6% | +$647 | ﹤0.01% | 1226 |
|
|
2024
Q2 | $90K | Buy |
2,498
+316
| +14% | +$11K | ﹤0.01% | 1251 |
|
|
2024
Q1 | $79.2K | Sell |
2,182
-206
| -9% | -$6.76K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $74.5K | Buy |
2,388
+695
| +41% | +$19.1K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $43.4K | Buy |
1,693
+1,305
| +336% | +$37.3K | ﹤0.01% | 1344 |
|
|
2023
Q2 | $10.1K | Sell |
388
-105
| -21% | -$2.89K | ﹤0.01% | 1959 |
|
|
2023
Q1 | $12.9K | Sell |
493
-35
| -7% | -$1.37K | ﹤0.01% | 1818 |
|
|
2022
Q4 | $20.8K | Sell |
528
-1
| -0.2% | -$39 | ﹤0.01% | 1463 |
|
|
2022
Q3 | $22K | Sell |
529
-194
| -27% | -$7.18K | ﹤0.01% | 1347 |
|
|
2022
Q2 | $26K | Buy |
723
+88
| +14% | +$3.48K | ﹤0.01% | 1239 |
|
|
2022
Q1 | $25K | Buy |
+635
| New | +$32.6K | ﹤0.01% | 1257 |
|
|
2021
Q4 | – | Sell |
-576
| Closed | -$27K | – | 476 |
|
|
2021
Q3 | $27K | Buy |
576
+238
| +70% | +$10.4K | ﹤0.01% | 1096 |
|
|
2021
Q2 | $16K | Buy |
338
+204
| +152% | +$9.63K | ﹤0.01% | 1247 |
|
|
2021
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q4 | $5K | Hold |
134
| – | – | ﹤0.01% | 1434 |
|
|
2020
Q3 | $3K | Hold |
134
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q2 | $3K | Hold |
134
| – | – | ﹤0.01% | 1379 |
|
|
2020
Q1 | $3K | Hold |
134
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q4 | $5K | Sell |
134
-66
| -33% | -$2.47K | ﹤0.01% | 1322 |
|
|
2019
Q3 | $7K | Buy |
200
+66
| +49% | +$2.3K | ﹤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% | -$10.8K | ﹤0.01% | 1195 |
|
|
2018
Q3 | $17K | Buy |
443
+252
| +132% | +$10.2K | ﹤0.01% | 866 |
|
|
2018
Q2 | $7K | Buy |
191
+6
| +3% | +$250 | ﹤0.01% | 1086 |
|
|
2018
Q1 | $8K | Buy |
+185
| New | +$8.31K | ﹤0.01% | 1014 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$11K | – | 1098 |
|
|
2016
Q4 | $11K | Buy |
+300
| New | +$9.09K | 0.01% | 659 |
|
Other funds holding CFG
