Lido Advisors’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 | $481K | Sell |
10,741
-4,149
| -28% | -$186K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $610K | Sell |
14,890
-137
| -0.9% | -$5.61K | ﹤0.01% | 891 |
|
|
2024
Q4 | $658K | Buy |
15,027
+1,418
| +10% | +$62.1K | ﹤0.01% | 845 |
|
|
2024
Q3 | $559K | Buy |
13,609
+4,054
| +42% | +$167K | ﹤0.01% | 829 |
|
|
2024
Q2 | $344K | Buy |
9,555
+2,290
| +32% | +$82.5K | ﹤0.01% | 942 |
|
|
2024
Q1 | $264K | Sell |
7,265
-50
| -0.7% | -$1.82K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $242K | Buy |
+7,315
| New | +$242K | ﹤0.01% | 1016 |
|
|
2023
Q2 | – | Sell |
-7,583
| Closed | -$230K | – | 1055 |
|
|
2023
Q1 | $230K | Sell |
7,583
-3,204
| -30% | -$97.3K | ﹤0.01% | 866 |
|
|
2022
Q4 | $425K | Buy |
10,787
+2,784
| +35% | +$110K | 0.01% | 589 |
|
|
2022
Q3 | $275K | Buy |
8,003
+369
| +5% | +$12.7K | ﹤0.01% | 691 |
|
|
2022
Q2 | $272K | Sell |
7,634
-743
| -9% | -$26.5K | ﹤0.01% | 685 |
|
|
2022
Q1 | $379K | Buy |
8,377
+83
| +1% | +$3.76K | ﹤0.01% | 638 |
|
|
2021
Q4 | $391K | Buy |
8,294
+454
| +6% | +$21.4K | ﹤0.01% | 610 |
|
|
2021
Q3 | $368K | Sell |
7,840
-2,144
| -21% | -$101K | 0.01% | 595 |
|
|
2021
Q2 | $458K | Buy |
+9,984
| New | +$458K | 0.01% | 491 |
|