JFS Wealth 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 | $5.68K | Sell |
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|
2025
Q1 | $10.9K | Buy |
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|
2024
Q4 | $8.01K | Buy |
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|
2024
Q3 | $5.26K | Sell |
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|
2024
Q2 | $5.58K | Sell |
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|
2024
Q1 | $6.06K | Sell |
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|
2023
Q4 | $6.13K | Sell |
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|
2023
Q3 | $6.83K | Buy |
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|
2023
Q2 | $4.72K | Sell |
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|
2023
Q1 | $8.11K | Sell |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $14K | Buy |
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