Morningstar Investment 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 | $348K | Buy |
+7,772
| New | +$348K | 0.03% | 146 |
|
|
2025
Q1 | – | Sell |
-7,735
| Closed | -$338K | – | 100 |
|
|
2024
Q4 | $338K | Sell |
7,735
-23,654
| -75% | -$1.03M | 0.03% | 150 |
|
|
2024
Q3 | $1.36M | Sell |
31,389
-22,911
| -42% | -$991K | 0.13% | 68 |
|
|
2024
Q2 | $1.96M | Sell |
54,300
-7,375
| -12% | -$266K | 0.2% | 55 |
|
|
2024
Q1 | $2.24M | Sell |
61,675
-2,073
| -3% | -$75.2K | 0.24% | 50 |
|
|
2023
Q4 | $2.11M | Buy |
+63,748
| New | +$2.11M | 0.24% | 52 |
|