IFG Advisory’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 | $427K | Buy |
9,550
+1,529
| +19% | +$68.4K | 0.02% | 500 |
|
|
2025
Q1 | $329K | Buy |
8,021
+26
| +0.3% | +$1.07K | 0.02% | 535 |
|
|
2024
Q4 | $350K | Buy |
+7,995
| New | +$350K | 0.02% | 500 |
|
|
2024
Q3 | – | Sell |
-10,487
| Closed | -$378K | – | 418 |
|
|
2024
Q2 | $378K | Buy |
+10,487
| New | +$378K | 0.02% | 454 |
|
|
2024
Q1 | – | Sell |
-10,662
| Closed | -$353K | – | 402 |
|
|
2023
Q4 | $353K | Buy |
10,662
+699
| +7% | +$23.2K | 0.03% | 440 |
|
|
2023
Q3 | $267K | Sell |
9,963
-291
| -3% | -$7.8K | 0.02% | 460 |
|
|
2023
Q2 | $267K | Buy |
10,254
+919
| +10% | +$24K | 0.02% | 299 |
|
|
2023
Q1 | $284K | Buy |
9,335
+2,504
| +37% | +$76.1K | 0.03% | 418 |
|
|
2022
Q4 | $268K | Buy |
+6,831
| New | +$268K | 0.03% | 416 |
|
|
2022
Q3 | – | Sell |
-6,820
| Closed | -$242K | – | 518 |
|
|
2022
Q2 | $242K | Buy |
+6,820
| New | +$242K | 0.03% | 412 |
|