Measured Wealth Private Client Group’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
Q3 | – | Hold |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $406K | Hold |
|
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|
2022
Q3 | $355K | Sell |
|
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|
2022
Q2 | $395K | Sell |
|
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|
2022
Q1 | $884K | Sell |
|
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|
2021
Q4 | $995K | Sell |
|
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $2.27M | Sell |
|
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|
2021
Q1 | $2.27M | Sell |
|
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $860K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $158K | Buy |
|