LA
Legacy Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,818
| Closed | -$279K | – | 86 |
|
|
2025
Q1 | $279K | Buy |
6,818
+60
| +0.9% | +$2.46K | 0.03% | 343 |
|
|
2024
Q4 | $296K | Buy |
6,758
+1,023
| +18% | +$44.8K | 0.03% | 312 |
|
|
2024
Q3 | $236K | Buy |
5,735
+14
| +0.2% | +$575 | 0.03% | 335 |
|
|
2024
Q2 | $206K | Buy |
+5,721
| New | +$206K | 0.03% | 315 |
|
|
2019
Q3 | – | Sell |
-290
| Closed | -$10K | – | 154 |
|
|
2019
Q2 | $10K | Hold |
290
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $9K | Buy |
+290
| New | +$9K | ﹤0.01% | 336 |
|
|
2018
Q4 | – | Sell |
-290
| Closed | -$11K | – | 171 |
|
|
2018
Q3 | $11K | Hold |
290
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $11K | Hold |
290
| – | – | 0.01% | 299 |
|
|
2018
Q1 | $12K | Hold |
290
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $12K | Hold |
290
| – | – | 0.01% | 238 |
|
|
2017
Q3 | $10K | Buy |
+290
| New | +$10K | 0.01% | 217 |
|