Greenleaf Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $855K | Buy |
14,253
+258
| +2% | +$15.9K | 0.01% | 373 |
|
|
2025
Q4 | $817K | Sell |
13,995
-183
| -1% | -$9.83K | 0.01% | 380 |
|
|
2025
Q3 | $754K | Sell |
14,178
-27
| -0.2% | -$1.34K | 0.01% | 404 |
|
|
2025
Q2 | $636K | Sell |
14,205
-1,754
| -11% | -$69K | 0.01% | 434 |
|
|
2025
Q1 | $654K | Sell |
15,959
-15
| -0.1% | -$669 | 0.01% | 429 |
|
|
2024
Q4 | $699K | Buy |
15,974
+386
| +2% | +$17.1K | 0.01% | 427 |
|
|
2024
Q3 | $640K | Buy |
15,588
+81
| +0.5% | +$3.27K | 0.01% | 457 |
|
|
2024
Q2 | $559K | Buy |
15,507
+247
| +2% | +$8.61K | 0.01% | 451 |
|
|
2024
Q1 | $554K | Buy |
15,260
+195
| +1% | +$6.4K | 0.01% | 450 |
|
|
2023
Q4 | $499K | Buy |
15,065
+24
| +0.2% | +$661 | 0.01% | 464 |
|
|
2023
Q3 | $403K | Buy |
15,041
+188
| +1% | +$5.38K | ﹤0.01% | 503 |
|
|
2023
Q2 | $387K | Buy |
14,853
+171
| +1% | +$4.71K | ﹤0.01% | 517 |
|
|
2023
Q1 | $446K | Sell |
14,682
-784
| -5% | -$30.7K | 0.01% | 486 |
|
|
2022
Q4 | $609K | Buy |
15,466
+664
| +4% | +$25.9K | 0.01% | 391 |
|
|
2022
Q3 | $509K | Buy |
14,802
+2,005
| +16% | +$74.2K | 0.01% | 395 |
|
|
2022
Q2 | $457K | Buy |
12,797
+1,693
| +15% | +$66.8K | 0.01% | 425 |
|
|
2022
Q1 | $503K | Buy |
11,104
+207
| +2% | +$10.6K | 0.01% | 414 |
|
|
2021
Q4 | $515K | Buy |
10,897
+1,558
| +17% | +$75K | 0.01% | 408 |
|
|
2021
Q3 | $439K | Sell |
9,339
-457
| -5% | -$20.1K | 0.01% | 438 |
|
|
2021
Q2 | $449K | Buy |
9,796
+507
| +5% | +$23.9K | 0.01% | 426 |
|
|
2021
Q1 | $410K | Buy |
9,289
+409
| +5% | +$17K | 0.01% | 439 |
|
|
2020
Q4 | $318K | Buy |
8,880
+227
| +3% | +$7.12K | ﹤0.01% | 439 |
|
|
2020
Q3 | $219K | Sell |
8,653
-24
| -0.3% | -$609 | ﹤0.01% | 492 |
|
|
2020
Q2 | $219K | Buy |
+8,677
| New | +$197K | ﹤0.01% | 486 |
|
|
2020
Q1 | – | Sell |
-5,872
| Closed | -$238K | – | 505 |
|
|
2019
Q4 | $238K | Buy |
5,872
+14
| +0.2% | +$524 | ﹤0.01% | 468 |
|
|
2019
Q3 | $207K | Sell |
5,858
-2,390
| -29% | -$83.4K | ﹤0.01% | 516 |
|
|
2019
Q2 | $292K | Buy |
8,248
+397
| +5% | +$13.8K | ﹤0.01% | 411 |
|
|
2019
Q1 | $255K | Buy |
7,851
+1,010
| +15% | +$35K | ﹤0.01% | 428 |
|
|
2018
Q4 | $203K | Sell |
6,841
-1,136
| -14% | -$39.8K | ﹤0.01% | 453 |
|
|
2018
Q3 | $308K | Buy |
7,977
+508
| +7% | +$20.5K | 0.01% | 389 |
|
|
2018
Q2 | $291K | Buy |
7,469
+1,414
| +23% | +$58.9K | 0.01% | 381 |
|
|
2018
Q1 | $254K | Buy |
6,055
+415
| +7% | +$18.6K | 0.01% | 375 |
|
|
2017
Q4 | $237K | Buy |
5,640
+31
| +0.6% | +$1.21K | ﹤0.01% | 398 |
|
|
2017
Q3 | $212K | Buy |
+5,609
| New | +$196K | ﹤0.01% | 380 |
|
Other funds holding CFG
VCM
VPM
