GoalVest 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 | $30.4K | Buy |
680
+676
| +16,900% | +$30.3K | 0.01% | 246 |
|
|
2025
Q1 | $164 | Buy |
+4
| New | +$164 | ﹤0.01% | 471 |
|
|
2024
Q2 | – | Sell |
-370
| Closed | -$13.4K | – | 334 |
|
|
2024
Q1 | $13.4K | Sell |
370
-160
| -30% | -$5.81K | ﹤0.01% | 295 |
|
|
2023
Q4 | $17.6K | Buy |
+530
| New | +$17.6K | 0.01% | 217 |
|
|
2022
Q2 | – | Sell |
-163
| Closed | -$7K | – | 343 |
|
|
2022
Q1 | $7K | Buy |
+163
| New | +$7K | ﹤0.01% | 257 |
|