Legacy Advisors’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
Q2
Sell
2025
Q1
$279K Buy
2024
Q4
$296K Buy
2024
Q3
$236K Buy
2024
Q2
$206K Buy
2019
Q3
Sell
2019
Q2
$10K Hold
2019
Q1
$9K Buy
2018
Q4
Sell
2018
Q3
$11K Hold
2018
Q2
$11K Hold
2018
Q1
$12K Hold
2017
Q4
$12K Hold
2017
Q3
$10K Buy