MAI Capital Management’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 | $249K | Buy |
5,563
+510
| +10% | +$22.8K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $207K | Sell |
5,053
-1,154
| -19% | -$47.3K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $272K | Buy |
6,207
+685
| +12% | +$30K | ﹤0.01% | 981 |
|
|
2024
Q3 | $227K | Sell |
5,522
-426
| -7% | -$17.5K | ﹤0.01% | 935 |
|
|
2024
Q2 | $214K | Buy |
+5,948
| New | +$214K | ﹤0.01% | 1093 |
|
|
2018
Q4 | – | Sell |
-12,662
| Closed | -$488K | – | 439 |
|
|
2018
Q3 | $488K | Sell |
12,662
-1,196
| -9% | -$46.1K | 0.02% | 293 |
|
|
2018
Q2 | $539K | Sell |
13,858
-398
| -3% | -$15.5K | 0.03% | 286 |
|
|
2018
Q1 | $598K | Buy |
14,256
+226
| +2% | +$9.48K | 0.03% | 272 |
|
|
2017
Q4 | $589K | Buy |
14,030
+2
| +0% | +$84 | 0.03% | 277 |
|
|
2017
Q3 | $531K | Buy |
14,028
+503
| +4% | +$19K | 0.03% | 268 |
|
|
2017
Q2 | $483K | Sell |
13,525
-194
| -1% | -$6.93K | 0.03% | 278 |
|
|
2017
Q1 | $474K | Buy |
13,719
+2,527
| +23% | +$87.3K | 0.03% | 269 |
|
|
2016
Q4 | $399K | Buy |
+11,192
| New | +$399K | 0.03% | 288 |
|