JFS 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 | $5.68K | Sell |
127
-138
| -52% | -$6.18K | ﹤0.01% | 1041 |
|
|
2025
Q1 | $10.9K | Buy |
265
+82
| +45% | +$3.36K | ﹤0.01% | 855 |
|
|
2024
Q4 | $8.01K | Buy |
183
+55
| +43% | +$2.41K | ﹤0.01% | 932 |
|
|
2024
Q3 | $5.26K | Sell |
128
-27
| -17% | -$1.11K | ﹤0.01% | 1102 |
|
|
2024
Q2 | $5.59K | Sell |
155
-12
| -7% | -$432 | ﹤0.01% | 1019 |
|
|
2024
Q1 | $6.06K | Sell |
167
-18
| -10% | -$653 | ﹤0.01% | 1034 |
|
|
2023
Q4 | $6.13K | Sell |
185
-70
| -27% | -$2.32K | ﹤0.01% | 974 |
|
|
2023
Q3 | $6.83K | Buy |
255
+74
| +41% | +$1.98K | ﹤0.01% | 863 |
|
|
2023
Q2 | $4.72K | Sell |
181
-86
| -32% | -$2.24K | ﹤0.01% | 1030 |
|
|
2023
Q1 | $8.11K | Sell |
267
-115
| -30% | -$3.49K | ﹤0.01% | 790 |
|
|
2022
Q4 | $15K | Buy |
382
+140
| +58% | +$5.51K | ﹤0.01% | 590 |
|
|
2022
Q3 | $8K | Sell |
242
-78
| -24% | -$2.58K | ﹤0.01% | 796 |
|
|
2022
Q2 | $11K | Buy |
320
+7
| +2% | +$241 | ﹤0.01% | 732 |
|
|
2022
Q1 | $14K | Buy |
313
+265
| +552% | +$11.9K | ﹤0.01% | 687 |
|
|
2021
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1045 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$14K | – | 490 |
|
|
2015
Q2 | $14K | Buy |
+500
| New | +$14K | 0.01% | 319 |
|