IEQ Capital’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 | $9.33M | Sell |
208,523
-133,163
| -39% | -$5.96M | 0.06% | 267 |
|
|
2025
Q1 | $14M | Buy |
341,686
+56,032
| +20% | +$2.3M | 0.11% | 142 |
|
|
2024
Q4 | $12.5M | Buy |
285,654
+240,788
| +537% | +$10.5M | 0.12% | 107 |
|
|
2024
Q3 | $1.84M | Buy |
44,866
+29,535
| +193% | +$1.21M | 0.02% | 395 |
|
|
2024
Q2 | $552K | Buy |
15,331
+1,086
| +8% | +$39.1K | 0.01% | 617 |
|
|
2024
Q1 | $517K | Buy |
14,245
+46
| +0.3% | +$1.67K | 0.01% | 613 |
|
|
2023
Q4 | $471K | Buy |
14,199
+3,792
| +36% | +$126K | 0.01% | 598 |
|
|
2023
Q3 | $279K | Buy |
+10,407
| New | +$279K | 0.01% | 742 |
|
|
2023
Q2 | – | Sell |
-14,691
| Closed | -$446K | – | 911 |
|
|
2023
Q1 | $446K | Sell |
14,691
-3,087
| -17% | -$93.7K | 0.01% | 609 |
|
|
2022
Q4 | $700K | Buy |
17,778
+5,146
| +41% | +$203K | 0.02% | 430 |
|
|
2022
Q3 | $434K | Sell |
12,632
-261
| -2% | -$8.97K | 0.01% | 568 |
|
|
2022
Q2 | $460K | Buy |
12,893
+659
| +5% | +$23.5K | 0.01% | 494 |
|
|
2022
Q1 | $555K | Buy |
12,234
+1,085
| +10% | +$49.2K | 0.01% | 471 |
|
|
2021
Q4 | $527K | Buy |
11,149
+1,545
| +16% | +$73K | 0.01% | 446 |
|
|
2021
Q3 | $451K | Buy |
9,604
+343
| +4% | +$16.1K | 0.01% | 461 |
|
|
2021
Q2 | $425K | Buy |
9,261
+2,703
| +41% | +$124K | 0.01% | 389 |
|
|
2021
Q1 | $290K | Buy |
+6,558
| New | +$290K | 0.01% | 367 |
|