Lee Financial’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 | $1.59M | Buy |
35,597
+10,786
| +43% | +$483K | 0.23% | 49 |
|
|
2025
Q1 | $1.02M | Buy |
+24,811
| New | +$1.02M | 0.16% | 71 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | -$563 | – | 869 |
|
|
2023
Q3 | $563 | Hold |
21
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $548 | Sell |
21
-85
| -80% | -$2.22K | ﹤0.01% | 744 |
|
|
2023
Q1 | $3.22K | Buy |
106
+44
| +71% | +$1.34K | ﹤0.01% | 585 |
|
|
2022
Q4 | $2.44K | Buy |
62
+3
| +5% | +$118 | ﹤0.01% | 655 |
|
|
2022
Q3 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 652 |
|
|
2022
Q2 | – | Sell |
-69
| Closed | -$3K | – | 869 |
|
|
2022
Q1 | $3K | Buy |
69
+5
| +8% | +$217 | ﹤0.01% | 560 |
|
|
2021
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 656 |
|
|
2020
Q3 | – | Sell |
-49
| Closed | -$1K | – | 531 |
|
|
2020
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 457 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 473 |
|
|
2019
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 480 |
|
|
2019
Q1 | $2K | Sell |
49
-140
| -74% | -$5.71K | ﹤0.01% | 466 |
|
|
2018
Q4 | $6K | Hold |
189
| – | – | ﹤0.01% | 347 |
|
|
2018
Q3 | $7K | Sell |
189
-195
| -51% | -$7.22K | ﹤0.01% | 375 |
|
|
2018
Q2 | $15K | Hold |
384
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $16K | Buy |
384
+195
| +103% | +$8.13K | ﹤0.01% | 384 |
|
|
2017
Q4 | $8K | Buy |
+189
| New | +$8K | ﹤0.01% | 367 |
|