Jones Financial Companies’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 | $706K | Buy |
15,879
+3,211
| +25% | +$143K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $511K | Buy |
12,668
+1,596
| +14% | +$64.3K | ﹤0.01% | 1117 |
|
|
2024
Q4 | $485K | Buy |
11,072
+5,938
| +116% | +$260K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $210K | Buy |
5,134
+3,551
| +224% | +$145K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $57K | Buy |
1,583
+856
| +118% | +$30.8K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $26.4K | Buy |
727
+616
| +555% | +$22.4K | ﹤0.01% | 846 |
|
|
2023
Q4 | $3.68K | Buy |
111
+96
| +640% | +$3.18K | ﹤0.01% | 804 |
|
|
2023
Q3 | $402 | Sell |
15
-375
| -96% | -$10.1K | ﹤0.01% | 673 |
|
|
2023
Q2 | $10.2K | Sell |
390
-95
| -20% | -$2.48K | ﹤0.01% | 464 |
|
|
2023
Q1 | $14.7K | Sell |
485
-393
| -45% | -$11.9K | ﹤0.01% | 447 |
|
|
2022
Q4 | $35K | Buy |
878
+522
| +147% | +$20.8K | ﹤0.01% | 369 |
|
|
2022
Q3 | $12K | Hold |
356
| – | – | ﹤0.01% | 407 |
|
|
2022
Q2 | $13K | Sell |
356
-148
| -29% | -$5.4K | ﹤0.01% | 446 |
|
|
2022
Q1 | $23K | Sell |
504
-2,547
| -83% | -$116K | ﹤0.01% | 422 |
|
|
2021
Q4 | $144K | Buy |
3,051
+2,384
| +357% | +$113K | ﹤0.01% | 281 |
|
|
2021
Q3 | $31K | Hold |
667
| – | – | ﹤0.01% | 379 |
|
|
2021
Q2 | $31K | Buy |
667
+126
| +23% | +$5.86K | ﹤0.01% | 359 |
|
|
2021
Q1 | $24K | Buy |
541
+196
| +57% | +$8.7K | ﹤0.01% | 435 |
|
|
2020
Q4 | $12K | Buy |
+345
| New | +$12K | ﹤0.01% | 411 |
|