Kingswood 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 | $286K | Sell |
6,384
-4
| -0.1% | -$179 | 0.02% | 588 |
|
|
2025
Q1 | $259K | Sell |
6,388
-6,628
| -51% | -$269K | 0.02% | 594 |
|
|
2024
Q4 | $570K | Buy |
+13,016
| New | +$570K | 0.04% | 405 |
|
|
2024
Q3 | – | Sell |
-13,838
| Closed | -$499K | – | 680 |
|
|
2024
Q2 | $499K | Sell |
13,838
-570
| -4% | -$20.5K | 0.04% | 392 |
|
|
2024
Q1 | $523K | Buy |
14,408
+1,313
| +10% | +$47.7K | 0.06% | 336 |
|
|
2023
Q4 | $434K | Buy |
13,095
+1,223
| +10% | +$40.5K | 0.05% | 378 |
|
|
2023
Q3 | $318K | Buy |
+11,872
| New | +$318K | 0.05% | 319 |
|