Heritage Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $4.77K | Buy |
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|
2024
Q3 | $3.7K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.49K | Hold |
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|
2023
Q1 | $8.72K | Hold |
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|
2022
Q4 | $11.3K | Hold |
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|
2022
Q3 | $9.86K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13.5K | Hold |
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|
2021
Q2 | $13.2K | Hold |
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|
2021
Q1 | $12.7K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $7.25K | Hold |
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|
2020
Q2 | $7.24K | Hold |
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|
2020
Q1 | $5.4K | Sell |
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|
2019
Q4 | $54.5K | Sell |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $50.5K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $59K | Buy |
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