IFP Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $945K | Buy |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $801K | Hold |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $147K | Buy |
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|
2020
Q1 | $80K | Buy |
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|
2019
Q4 | $129K | Sell |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q1 | $60K | Sell |
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|
2018
Q4 | $123K | Sell |
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|
2018
Q3 | $522K | Buy |
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|
2018
Q2 | $514K | Buy |
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|
2018
Q1 | $468K | Hold |
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|
2017
Q4 | $468K | Sell |
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|
2017
Q3 | $575K | Sell |
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|
2017
Q2 | $573K | Buy |
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|
2017
Q1 | $204K | Buy |
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|
2016
Q4 | $192K | Buy |
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|
2016
Q3 | $47K | Buy |
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|
2016
Q2 | $17K | Sell |
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|
2016
Q1 | $60K | Sell |
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|
2015
Q4 | $58K | Buy |
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