Hennion & Walsh Asset Management’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
Q4 | – | Sell |
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|
2025
Q3 | $425K | Sell |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $464K | Sell |
|
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $3.14M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $2.08M | Buy |
|