Lido 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
$481K Sell
2025
Q1
$610K Sell
2024
Q4
$658K Buy
2024
Q3
$559K Buy
2024
Q2
$344K Buy
2024
Q1
$264K Sell
2023
Q4
$242K Buy
2023
Q2
Sell
2023
Q1
$230K Sell
2022
Q4
$425K Buy
2022
Q3
$275K Buy
2022
Q2
$272K Sell
2022
Q1
$379K Buy
2021
Q4
$391K Buy
2021
Q3
$368K Sell
2021
Q2
$458K Buy