Larson Financial Group’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 | $302K | Sell |
6,751
-158
| -2% | -$7.07K | 0.01% | 568 |
|
|
2025
Q1 | $283K | Buy |
6,909
+389
| +6% | +$15.9K | 0.01% | 544 |
|
|
2024
Q4 | $285K | Sell |
6,520
-27
| -0.4% | -$1.18K | 0.01% | 488 |
|
|
2024
Q3 | $269K | Buy |
6,547
+5,318
| +433% | +$218K | 0.02% | 496 |
|
|
2024
Q2 | $44.3K | Buy |
1,229
+229
| +23% | +$8.25K | ﹤0.01% | 839 |
|
|
2024
Q1 | $36.3K | Hold |
1,000
| – | – | ﹤0.01% | 766 |
|
|
2023
Q4 | $33.1K | Buy |
+1,000
| New | +$33.1K | ﹤0.01% | 729 |
|
|
2023
Q3 | – | Sell |
-73
| Closed | -$1.9K | – | 1715 |
|
|
2023
Q2 | $1.9K | Sell |
73
-50,191
| -100% | -$1.31M | ﹤0.01% | 1271 |
|
|
2023
Q1 | $1.53M | Buy |
50,264
+444
| +0.9% | +$13.5K | 0.17% | 124 |
|
|
2022
Q4 | $1.96M | Buy |
49,820
+3,011
| +6% | +$119K | 0.23% | 87 |
|
|
2022
Q3 | $1.61M | Buy |
46,809
+46,360
| +10,325% | +$1.59M | 0.23% | 83 |
|
|
2022
Q2 | $16K | Buy |
+449
| New | +$16K | ﹤0.01% | 593 |
|