Heritage Wealth Advisors’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
Q1 | – | Sell |
-109
| Closed | -$4.77K | – | 589 |
|
|
2024
Q4 | $4.77K | Buy |
109
+19
| +21% | +$831 | ﹤0.01% | 494 |
|
|
2024
Q3 | $3.7K | Buy |
+90
| New | +$3.7K | ﹤0.01% | 510 |
|
|
2023
Q3 | – | Sell |
-287
| Closed | -$7.49K | – | 532 |
|
|
2023
Q2 | $7.49K | Hold |
287
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $8.72K | Hold |
287
| – | – | ﹤0.01% | 452 |
|
|
2022
Q4 | $11.3K | Hold |
287
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $9.86K | Hold |
287
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $10K | Hold |
287
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $13K | Hold |
287
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $14K | Hold |
287
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $13.5K | Hold |
287
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $13.2K | Hold |
287
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $12.7K | Hold |
287
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $10K | Hold |
287
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $7.26K | Hold |
287
| – | – | ﹤0.01% | 408 |
|
|
2020
Q2 | $7.24K | Hold |
287
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $5.4K | Sell |
287
-1,056
| -79% | -$19.9K | ﹤0.01% | 397 |
|
|
2019
Q4 | $54.5K | Sell |
1,343
-212
| -14% | -$8.61K | 0.01% | 296 |
|
|
2019
Q3 | $55K | Hold |
1,555
| – | – | 0.01% | 265 |
|
|
2019
Q2 | $55K | Hold |
1,555
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $50.5K | Hold |
1,555
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $46K | Hold |
1,555
| – | – | 0.01% | 200 |
|
|
2018
Q3 | $59K | Buy |
+1,555
| New | +$59K | 0.01% | 184 |
|