International Private Wealth 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 | $359K | Sell |
8,022
-3,221
| -29% | -$144K | 0.31% | 94 |
|
|
2025
Q1 | $461K | Buy |
11,243
+1,611
| +17% | +$66K | 0.44% | 56 |
|
|
2024
Q4 | $421K | Sell |
9,632
-75
| -0.8% | -$3.28K | 0.42% | 65 |
|
|
2024
Q3 | $399K | Sell |
9,707
-596
| -6% | -$24.5K | 0.58% | 45 |
|
|
2024
Q2 | $371K | Buy |
10,303
+1,073
| +12% | +$38.7K | 0.63% | 45 |
|
|
2024
Q1 | $335K | Buy |
+9,230
| New | +$335K | 0.65% | 54 |
|