HHM 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
Q2 | $7.34K | Sell |
164
-2
| -1% | -$90 | ﹤0.01% | 650 |
|
|
2025
Q1 | $6.8K | Sell |
166
-3
| -2% | -$123 | ﹤0.01% | 642 |
|
|
2024
Q4 | $7.4K | Buy |
169
+5
| +3% | +$219 | ﹤0.01% | 634 |
|
|
2024
Q3 | $6.74K | Hold |
164
| – | – | ﹤0.01% | 624 |
|
|
2024
Q2 | $5.91K | Hold |
164
| – | – | ﹤0.01% | 618 |
|
|
2024
Q1 | $5.95K | Hold |
164
| – | – | ﹤0.01% | 604 |
|
|
2023
Q4 | $5.44K | Hold |
164
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $4.4K | Hold |
164
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $4.28K | Hold |
164
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $4.98K | Buy |
+164
| New | +$4.98K | ﹤0.01% | 641 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$14K | – | 669 |
|
|
2022
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | 0.01% | 409 |
|
|
2021
Q2 | $18K | Sell |
400
-400
| -50% | -$18K | ﹤0.01% | 408 |
|
|
2021
Q1 | $35K | Hold |
800
| – | – | 0.01% | 319 |
|
|
2020
Q4 | $29K | Hold |
800
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $20K | Buy |
+800
| New | +$20K | 0.01% | 311 |
|