MLA
My Legacy Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
23,983
-205
| -0.8% | -$9.82K | 0.41% | 67 |
|
|
2025
Q1 | $991K | Buy |
24,188
+1,378
| +6% | +$56.5K | 0.38% | 76 |
|
|
2024
Q4 | $1.07M | Buy |
22,810
+229
| +1% | +$10.8K | 0.42% | 64 |
|
|
2024
Q3 | $927K | Sell |
22,581
-4,480
| -17% | -$184K | 0.37% | 79 |
|
|
2024
Q2 | $975K | Buy |
27,061
+25
| +0.1% | +$901 | 0.31% | 88 |
|
|
2024
Q1 | $981K | Buy |
27,036
+1,045
| +4% | +$37.9K | 0.33% | 83 |
|
|
2023
Q4 | $848K | Buy |
25,991
+111
| +0.4% | +$3.62K | 0.31% | 100 |
|
|
2023
Q3 | $644K | Buy |
25,880
+9,050
| +54% | +$225K | 0.26% | 117 |
|
|
2023
Q2 | $478K | Sell |
16,830
-7,256
| -30% | -$206K | 0.19% | 153 |
|
|
2023
Q1 | $705K | Buy |
24,086
+1,910
| +9% | +$55.9K | 0.3% | 121 |
|
|
2022
Q4 | $986K | Buy |
22,176
+2,750
| +14% | +$122K | 0.42% | 80 |
|
|
2022
Q3 | $696K | Buy |
19,426
+2,198
| +13% | +$78.8K | 0.35% | 104 |
|
|
2022
Q2 | $624K | Buy |
17,228
+52
| +0.3% | +$1.88K | 0.31% | 122 |
|
|
2022
Q1 | $779K | Buy |
+17,176
| New | +$779K | 0.36% | 94 |
|