Kovitz Investment Group Partners’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
Q3 | $5.6M | Buy |
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|
2025
Q2 | $4.4M | Sell |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $3.54M | Buy |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $934K | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $581K | Buy |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $449K | Buy |
|