HM Payson & Co’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 | $1.56K | Hold |
38
| – | – | ﹤0.01% | 974 |
|
|
2024
Q4 | $1.66K | Sell |
38
-25
| -40% | -$1.09K | ﹤0.01% | 972 |
|
|
2024
Q3 | $2.59K | Buy |
+63
| New | +$2.59K | ﹤0.01% | 950 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1.58K | – | 1025 |
|
|
2022
Q4 | $1.58K | Hold |
40
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 985 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 965 |
|
|
2021
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 989 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 983 |
|
|
2021
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1031 |
|
|
2020
Q4 | – | Sell |
-192
| Closed | -$5K | – | 1096 |
|
|
2020
Q3 | $5K | Hold |
192
| – | – | ﹤0.01% | 887 |
|
|
2020
Q2 | $5K | Hold |
192
| – | – | ﹤0.01% | 795 |
|
|
2020
Q1 | $4K | Sell |
192
-1,283
| -87% | -$26.7K | ﹤0.01% | 819 |
|
|
2019
Q4 | $60K | Hold |
1,475
| – | – | ﹤0.01% | 552 |
|
|
2019
Q3 | $52K | Buy |
1,475
+100
| +7% | +$3.53K | ﹤0.01% | 593 |
|
|
2019
Q2 | $49K | Buy |
+1,375
| New | +$49K | ﹤0.01% | 605 |
|