NewEdge Advisors’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 | $6.72M | Buy |
112,088
+45,071
| +67% | +$2.77M | 0.02% | 583 |
|
|
2025
Q4 | $3.91M | Buy |
67,017
+53,497
| +396% | +$2.87M | 0.01% | 765 |
|
|
2025
Q3 | $719K | Buy |
13,520
+1,973
| +17% | +$98.2K | ﹤0.01% | 1604 |
|
|
2025
Q2 | $517K | Buy |
11,547
+16
| +0.1% | +$630 | ﹤0.01% | 1664 |
|
|
2025
Q1 | $472K | Buy |
11,531
+274
| +2% | +$12.2K | ﹤0.01% | 1614 |
|
|
2024
Q4 | $493K | Buy |
11,257
+363
| +3% | +$16.1K | ﹤0.01% | 1566 |
|
|
2024
Q3 | $447K | Sell |
10,894
-274
| -2% | -$11.1K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $402K | Buy |
11,168
+8,311
| +291% | +$290K | ﹤0.01% | 1540 |
|
|
2024
Q1 | $104K | Sell |
2,857
-186
| -6% | -$6.1K | ﹤0.01% | 2055 |
|
|
2023
Q4 | $101K | Buy |
3,043
+555
| +22% | +$15.3K | ﹤0.01% | 1949 |
|
|
2023
Q3 | $66.7K | Sell |
2,488
-347
| -12% | -$9.92K | ﹤0.01% | 1997 |
|
|
2023
Q2 | $73.9K | Buy |
2,835
+373
| +15% | +$10.3K | ﹤0.01% | 1959 |
|
|
2023
Q1 | $74.8K | Sell |
2,462
-7,047
| -74% | -$276K | ﹤0.01% | 1847 |
|
|
2022
Q4 | $264K | Buy |
+9,509
| New | +$371K | 0.01% | 1067 |
|
|
2021
Q4 | – | Sell |
-10,083
| Closed | -$474K | – | 1645 |
|
|
2021
Q3 | $474K | Sell |
10,083
-12,778
| -56% | -$561K | 0.01% | 764 |
|
|
2021
Q2 | $1.05M | Sell |
22,861
-9,737
| -30% | -$460K | 0.03% | 486 |
|
|
2021
Q1 | $1.44M | Buy |
32,598
+1,790
| +6% | +$74.5K | 0.04% | 361 |
|
|
2020
Q4 | $1.1M | Buy |
+30,808
| New | +$967K | 0.04% | 399 |
|
|
2020
Q2 | – | Sell |
-27,163
| Closed | -$511K | – | 870 |
|
|
2020
Q1 | $511K | Sell |
27,163
-11,108
| -29% | -$362K | 0.02% | 444 |
|
|
2019
Q4 | $1.55M | Buy |
38,271
+8,674
| +29% | +$325K | 0.06% | 283 |
|
|
2019
Q3 | $1.05M | Buy |
29,597
+19,239
| +186% | +$671K | 0.05% | 333 |
|
|
2019
Q2 | $366K | Buy |
+10,358
| New | +$361K | 0.02% | 484 |
|
|
2018
Q1 | – | Sell |
-5,148
| Closed | -$227K | – | 493 |
|
|
2017
Q4 | $227K | Sell |
5,148
-1,595
| -24% | -$62.4K | 0.03% | 370 |
|
|
2017
Q3 | $252K | Buy |
6,743
+4,653
| +223% | +$163K | 0.04% | 307 |
|
|
2017
Q2 | $77.4K | Buy |
+2,090
| New | +$74.1K | 0.01% | 468 |
|
Other funds holding CFG
VCM
VPM
