Legacy Capital Group California’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 | $650K | Sell |
14,516
-2,659
| -15% | -$119K | 0.18% | 145 |
|
|
2025
Q1 | $704K | Sell |
17,175
-29,286
| -63% | -$1.2M | 0.25% | 106 |
|
|
2024
Q4 | $2.03M | Sell |
46,461
-610
| -1% | -$26.7K | 0.62% | 23 |
|
|
2024
Q3 | $1.93M | Sell |
47,071
-833
| -2% | -$34.2K | 0.64% | 29 |
|
|
2024
Q2 | $1.73M | Buy |
47,904
+905
| +2% | +$32.6K | 0.62% | 33 |
|
|
2024
Q1 | $1.71M | Buy |
46,999
+30,274
| +181% | +$1.1M | 0.63% | 28 |
|
|
2023
Q4 | $554K | Buy |
16,725
+4
| +0% | +$133 | 0.21% | 143 |
|
|
2023
Q3 | $448K | Buy |
16,721
+6,083
| +57% | +$163K | 0.19% | 158 |
|
|
2023
Q2 | $277K | Buy |
10,638
+392
| +4% | +$10.2K | 0.11% | 214 |
|
|
2023
Q1 | $311K | Buy |
+10,246
| New | +$311K | 0.15% | 187 |
|