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
Q2
$366K Sell
2025
Q1
$464K Sell
2024
Q4
$501K Sell
2024
Q3
$476K Sell
2024
Q2
$431K Buy
2024
Q1
$416K Buy
2023
Q4
$314K Buy
2023
Q2
Sell
2023
Q1
$230K Sell
2022
Q4
$301K Buy
2022
Q3
$239K Sell
2022
Q2
$774K Sell
2022
Q1
$1.85M Sell
2021
Q4
$3.14M Sell
2021
Q3
$3.27M Sell
2021
Q2
$3.2M Buy
2021
Q1
$2.08M Buy