Great Valley Advisor Group’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
Q2 | – | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.53M | Buy |
|
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.19M | Buy |
|
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|
2023
Q3 | $784K | Buy |
|
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $497K | Sell |
|
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $536K | Buy |
|
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $532K | Sell |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $229K | Buy |
|