HHM 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
Q3 | $8.72K | Hold |
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|
2025
Q2 | $7.34K | Sell |
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|
2025
Q1 | $6.8K | Sell |
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|
2024
Q4 | $7.4K | Buy |
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|
2024
Q3 | $6.74K | Hold |
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|
2024
Q2 | $5.91K | Hold |
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|
2024
Q1 | $5.95K | Hold |
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|
2023
Q4 | $5.43K | Hold |
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|
2023
Q3 | $4.4K | Hold |
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|
2023
Q2 | $4.28K | Hold |
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|
2023
Q1 | $4.98K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $29K | Hold |
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|
2020
Q3 | $20K | Buy |
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