LPL Financial’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 | $32.8M | Buy |
546,926
+8,661
| +2% | +$532K | 0.01% | 1130 |
|
|
2025
Q4 | $31.4M | Buy |
538,265
+74,547
| +16% | +$4.01M | 0.01% | 1116 |
|
|
2025
Q3 | $24.7M | Buy |
463,718
+54,033
| +13% | +$2.69M | 0.01% | 1232 |
|
|
2025
Q2 | $18.3M | Buy |
409,685
+3,888
| +1% | +$153K | 0.01% | 1318 |
|
|
2025
Q1 | $16.6M | Buy |
405,797
+13,380
| +3% | +$597K | 0.01% | 1266 |
|
|
2024
Q4 | $17.2M | Buy |
392,417
+8,321
| +2% | +$368K | 0.01% | 1178 |
|
|
2024
Q3 | $15.8M | Buy |
384,096
+51,672
| +16% | +$2.09M | 0.01% | 1172 |
|
|
2024
Q2 | $12M | Buy |
332,424
+11,062
| +3% | +$386K | 0.01% | 1257 |
|
|
2024
Q1 | $11.7M | Buy |
321,362
+15,176
| +5% | +$498K | 0.01% | 1236 |
|
|
2023
Q4 | $10.1M | Sell |
306,186
-11,014
| -3% | -$303K | 0.01% | 1241 |
|
|
2023
Q3 | $8.5M | Buy |
317,200
+39,335
| +14% | +$1.12M | 0.01% | 1260 |
|
|
2023
Q2 | $7.25M | Buy |
277,865
+31,788
| +13% | +$876K | 0.01% | 1338 |
|
|
2023
Q1 | $7.47M | Buy |
246,077
+26,093
| +12% | +$1.02M | 0.01% | 1260 |
|
|
2022
Q4 | $8.66M | Buy |
219,984
+14,098
| +7% | +$550K | 0.01% | 1108 |
|
|
2022
Q3 | $7.07M | Buy |
205,886
+573
| +0.3% | +$21.2K | 0.01% | 1142 |
|
|
2022
Q2 | $7.33M | Buy |
205,313
+36,722
| +22% | +$1.45M | 0.01% | 1141 |
|
|
2022
Q1 | $7.64M | Buy |
168,591
+9,718
| +6% | +$500K | 0.01% | 1160 |
|
|
2021
Q4 | $7.51M | Buy |
158,873
+20,037
| +14% | +$965K | 0.01% | 1195 |
|
|
2021
Q3 | $6.52M | Buy |
138,836
+43,094
| +45% | +$1.89M | 0.01% | 1213 |
|
|
2021
Q2 | $4.39M | Buy |
95,742
+31,819
| +50% | +$1.5M | ﹤0.01% | 1440 |
|
|
2021
Q1 | $2.82M | Buy |
63,923
+10,833
| +20% | +$451K | ﹤0.01% | 1606 |
|
|
2020
Q4 | $1.9M | Buy |
53,090
+1,190
| +2% | +$37.3K | ﹤0.01% | 1705 |
|
|
2020
Q3 | $1.31M | Buy |
51,900
+11,952
| +30% | +$303K | ﹤0.01% | 1727 |
|
|
2020
Q2 | $1.01M | Sell |
39,948
-9,101
| -19% | -$207K | ﹤0.01% | 1817 |
|
|
2020
Q1 | $923K | Sell |
49,049
-28,297
| -37% | -$923K | ﹤0.01% | 1666 |
|
|
2019
Q4 | $3.14M | Buy |
77,346
+8,659
| +13% | +$324K | 0.01% | 1078 |
|
|
2019
Q3 | $2.43M | Sell |
68,687
-1,622
| -2% | -$56.6K | 0.01% | 1138 |
|
|
2019
Q2 | $2.49M | Buy |
70,309
+174
| +0.2% | +$6.07K | 0.01% | 1129 |
|
|
2019
Q1 | $2.28M | Buy |
70,135
+3,700
| +6% | +$128K | 0.01% | 1125 |
|
|
2018
Q4 | $1.98M | Buy |
66,435
+11,917
| +22% | +$418K | 0.01% | 1083 |
|
|
2018
Q3 | $2.1M | Sell |
54,518
-441
| -0.8% | -$17.8K | 0.01% | 1151 |
|
|
2018
Q2 | $2.14M | Sell |
54,959
-4,262
| -7% | -$178K | 0.01% | 1101 |
|
|
2018
Q1 | $2.49M | Buy |
59,221
+19,259
| +48% | +$865K | 0.01% | 992 |
|
|
2017
Q4 | $1.68M | Buy |
39,962
+5,130
| +15% | +$201K | 0.01% | 1179 |
|
|
2017
Q3 | $1.32M | Buy |
34,832
+23,292
| +202% | +$815K | ﹤0.01% | 1241 |
|
|
2017
Q2 | $412K | Buy |
11,540
+646
| +6% | +$22.9K | ﹤0.01% | 2027 |
|
|
2017
Q1 | $379K | Buy |
+10,894
| New | +$398K | ﹤0.01% | 2030 |
|
|
2016
Q4 | – | Sell |
-34,302
| Closed | -$857K | – | 2691 |
|
|
2016
Q3 | $857K | Sell |
34,302
-2,748
| -7% | -$63.2K | 0.01% | 1316 |
|
|
2016
Q2 | $704K | Buy |
+37,050
| New | +$822K | 0.01% | 1411 |
|
|
2015
Q3 | – | Sell |
-8,877
| Closed | -$240K | – | 2797 |
|
|
2015
Q2 | $240K | Buy |
+8,877
| New | +$235K | ﹤0.01% | 2481 |
|
Other funds holding CFG
VCM
VPM
