HBK Sorce 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 | $272K | Sell |
6,069
-147
| -2% | -$6.58K | 0.01% | 482 |
|
|
2025
Q1 | $255K | Buy |
6,216
+37
| +0.6% | +$1.52K | 0.01% | 485 |
|
|
2024
Q4 | $270K | Buy |
6,179
+989
| +19% | +$43.3K | 0.01% | 472 |
|
|
2024
Q3 | $213K | Buy |
+5,190
| New | +$213K | 0.01% | 528 |
|
|
2022
Q1 | – | Sell |
-5,823
| Closed | -$275K | – | 564 |
|
|
2021
Q4 | $275K | Hold |
5,823
| – | – | 0.01% | 469 |
|
|
2021
Q3 | $274K | Buy |
+5,823
| New | +$274K | 0.02% | 468 |
|