IFP 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 | $333K | Sell |
7,432
-1,039
| -12% | -$46.5K | 0.01% | 1015 |
|
|
2025
Q1 | $347K | Buy |
8,471
+496
| +6% | +$20.3K | 0.01% | 922 |
|
|
2024
Q4 | $349K | Buy |
7,975
+2,210
| +38% | +$96.7K | 0.01% | 882 |
|
|
2024
Q3 | $237K | Sell |
5,765
-466
| -7% | -$19.1K | 0.01% | 1011 |
|
|
2024
Q2 | $224K | Buy |
6,231
+341
| +6% | +$12.3K | 0.01% | 989 |
|
|
2024
Q1 | $214K | Sell |
5,890
-64
| -1% | -$2.32K | 0.01% | 967 |
|
|
2023
Q4 | $197K | Buy |
5,954
+1,270
| +27% | +$42.1K | 0.01% | 956 |
|
|
2023
Q3 | $126K | Sell |
4,684
-6,774
| -59% | -$182K | 0.01% | 1159 |
|
|
2023
Q2 | $299K | Buy |
11,458
+810
| +8% | +$21.1K | 0.01% | 839 |
|
|
2023
Q1 | $443K | Sell |
10,648
-12,138
| -53% | -$505K | 0.02% | 643 |
|
|
2022
Q4 | $945K | Buy |
22,786
+731
| +3% | +$30.3K | 0.03% | 640 |
|
|
2022
Q3 | $928K | Buy |
22,055
+3,014
| +16% | +$127K | 0.02% | 659 |
|
|
2022
Q2 | $801K | Hold |
19,041
| – | – | 0.03% | 653 |
|
|
2022
Q1 | $801K | Buy |
19,041
+10,521
| +123% | +$443K | 0.03% | 653 |
|
|
2021
Q4 | $404K | Buy |
8,520
+55
| +0.6% | +$2.61K | 0.01% | 662 |
|
|
2021
Q3 | $397K | Buy |
8,465
+363
| +4% | +$17K | 0.01% | 638 |
|
|
2021
Q2 | $371K | Buy |
8,102
+208
| +3% | +$9.53K | 0.01% | 644 |
|
|
2021
Q1 | $351K | Buy |
7,894
+1,143
| +17% | +$50.8K | 0.01% | 625 |
|
|
2020
Q4 | $240K | Sell |
6,751
-234
| -3% | -$8.32K | 0.01% | 731 |
|
|
2020
Q3 | $176K | Buy |
6,985
+798
| +13% | +$20.1K | 0.01% | 750 |
|
|
2020
Q2 | $147K | Buy |
6,187
+2,291
| +59% | +$54.4K | 0.01% | 782 |
|
|
2020
Q1 | $80K | Buy |
3,896
+712
| +22% | +$14.6K | 0.01% | 926 |
|
|
2019
Q4 | $129K | Sell |
3,184
-4
| -0.1% | -$162 | 0.01% | 820 |
|
|
2019
Q3 | $114K | Buy |
+3,188
| New | +$114K | 0.01% | 999 |
|
|
2019
Q1 | $60K | Sell |
1,818
-2,331
| -56% | -$76.9K | 0.01% | 888 |
|
|
2018
Q4 | $123K | Sell |
4,149
-9,389
| -69% | -$278K | 0.01% | 1078 |
|
|
2018
Q3 | $522K | Buy |
13,538
+315
| +2% | +$12.1K | 0.02% | 638 |
|
|
2018
Q2 | $514K | Buy |
13,223
+2,082
| +19% | +$80.9K | 0.02% | 648 |
|
|
2018
Q1 | $468K | Hold |
11,141
| – | – | 0.02% | 646 |
|
|
2017
Q4 | $468K | Sell |
11,141
-4,046
| -27% | -$170K | 0.02% | 644 |
|
|
2017
Q3 | $575K | Sell |
15,187
-863
| -5% | -$32.7K | 0.02% | 635 |
|
|
2017
Q2 | $573K | Buy |
16,050
+10,151
| +172% | +$362K | 0.02% | 630 |
|
|
2017
Q1 | $204K | Buy |
5,899
+504
| +9% | +$17.4K | 0.01% | 1104 |
|
|
2016
Q4 | $192K | Buy |
5,395
+3,496
| +184% | +$124K | 0.01% | 1073 |
|
|
2016
Q3 | $47K | Buy |
1,899
+1,029
| +118% | +$25.5K | ﹤0.01% | 1838 |
|
|
2016
Q2 | $17K | Sell |
870
-948
| -52% | -$18.5K | ﹤0.01% | 2421 |
|
|
2016
Q1 | $60K | Sell |
1,818
-396
| -18% | -$13.1K | 0.01% | 888 |
|
|
2015
Q4 | $58K | Buy |
+2,214
| New | +$58K | ﹤0.01% | 1501 |
|