Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $907K | Buy |
15,118
+998
| +7% | +$61.3K | ﹤0.01% | 1801 |
|
|
2025
Q4 | $825K | Buy |
14,120
+141
| +1% | +$7.58K | ﹤0.01% | 1792 |
|
|
2025
Q3 | $743K | Sell |
13,979
-447
| -3% | -$22.3K | ﹤0.01% | 1793 |
|
|
2025
Q2 | $646K | Sell |
14,426
-1,654
| -10% | -$65.1K | ﹤0.01% | 1801 |
|
|
2025
Q1 | $659K | Buy |
16,080
+1,382
| +9% | +$61.7K | ﹤0.01% | 1647 |
|
|
2024
Q4 | $643K | Sell |
14,698
-4,340
| -23% | -$192K | ﹤0.01% | 1698 |
|
|
2024
Q3 | $782K | Sell |
19,038
-377
| -2% | -$15.2K | ﹤0.01% | 1482 |
|
|
2024
Q2 | $700K | Buy |
19,415
+733
| +4% | +$25.6K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $678K | Buy |
18,682
+318
| +2% | +$10.4K | ﹤0.01% | 1471 |
|
|
2023
Q4 | $609K | Sell |
18,364
-811
| -4% | -$22.3K | ﹤0.01% | 1403 |
|
|
2023
Q3 | $514K | Buy |
19,175
+4,765
| +33% | +$136K | 0.01% | 1355 |
|
|
2023
Q2 | $376K | Sell |
14,410
-602
| -4% | -$16.6K | ﹤0.01% | 1473 |
|
|
2023
Q1 | $456K | Sell |
15,012
-15,545
| -51% | -$609K | ﹤0.01% | 1331 |
|
|
2022
Q4 | $1.2M | Buy |
30,557
+1,633
| +6% | +$63.8K | 0.01% | 970 |
|
|
2022
Q3 | $994K | Sell |
28,924
-3,160
| -10% | -$117K | 0.01% | 977 |
|
|
2022
Q2 | $1.15M | Buy |
32,084
+8,607
| +37% | +$340K | 0.01% | 910 |
|
|
2022
Q1 | $1.06M | Sell |
23,477
-530
| -2% | -$27.2K | 0.01% | 928 |
|
|
2021
Q4 | $1.13M | Sell |
24,007
-1,744
| -7% | -$84K | 0.01% | 926 |
|
|
2021
Q3 | $1.21M | Buy |
25,751
+5,903
| +30% | +$259K | 0.01% | 911 |
|
|
2021
Q2 | $910K | Sell |
19,848
-2,801
| -12% | -$132K | 0.01% | 993 |
|
|
2021
Q1 | $1M | Buy |
22,649
+13,669
| +152% | +$569K | 0.01% | 866 |
|
|
2020
Q4 | $318K | Buy |
+8,980
| New | +$282K | ﹤0.01% | 1442 |
|
Other funds holding CFG
VCM
VPM
