HB Wealth Management’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 | $877K | Sell |
19,608
-1,737
| -8% | -$77.7K | 0.01% | 559 |
|
|
2025
Q1 | $875K | Buy |
21,345
+5,037
| +31% | +$206K | 0.01% | 566 |
|
|
2024
Q4 | $714K | Buy |
16,308
+1,110
| +7% | +$48.6K | 0.01% | 498 |
|
|
2024
Q3 | $624K | Buy |
15,198
+2,490
| +20% | +$102K | 0.01% | 509 |
|
|
2024
Q2 | $458K | Buy |
12,708
+1,568
| +14% | +$56.5K | 0.01% | 562 |
|
|
2024
Q1 | $404K | Buy |
11,140
+2,529
| +29% | +$91.8K | 0.01% | 558 |
|
|
2023
Q4 | $285K | Sell |
8,611
-190
| -2% | -$6.3K | ﹤0.01% | 630 |
|
|
2023
Q3 | $236K | Buy |
+8,801
| New | +$236K | ﹤0.01% | 651 |
|
|
2023
Q2 | – | Sell |
-7,098
| Closed | -$216K | – | 734 |
|
|
2023
Q1 | $216K | Buy |
+7,098
| New | +$216K | ﹤0.01% | 654 |
|