Legacy Financial 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
2026
Q1
$200K Buy
2023
Q1
Sell
2022
Q4
$550K Buy
2022
Q3
$446K Buy
2022
Q2
$335K Buy
2019
Q2
Sell
2019
Q1
$49K Sell
2018
Q4
$47K Sell
2018
Q3
$183K Sell
2018
Q2
$193K Sell
2018
Q1
$252K Buy
2017
Q4
$48K Buy