Nisa Investment 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 | $11.5M | Buy |
192,351
+68,655
| +56% | +$4.22M | 0.04% | 243 |
|
|
2025
Q4 | $7.23M | Buy |
123,696
+41,932
| +51% | +$2.25M | 0.02% | 323 |
|
|
2025
Q3 | $4.35M | Buy |
81,764
+17,315
| +27% | +$862K | 0.02% | 430 |
|
|
2025
Q2 | $2.88M | Buy |
64,449
+23,427
| +57% | +$922K | 0.01% | 539 |
|
|
2025
Q1 | $1.68M | Sell |
41,022
-21,640
| -35% | -$965K | 0.01% | 691 |
|
|
2024
Q4 | $2.74M | Buy |
62,662
+2,950
| +5% | +$130K | 0.01% | 589 |
|
|
2024
Q3 | $2.45M | Sell |
59,712
-32,150
| -35% | -$1.3M | 0.01% | 615 |
|
|
2024
Q2 | $3.31M | Buy |
91,862
+20,000
| +28% | +$697K | 0.02% | 538 |
|
|
2024
Q1 | $2.61M | Sell |
71,862
-7,442
| -9% | -$244K | 0.02% | 622 |
|
|
2023
Q4 | $2.63M | Buy |
79,304
+27,629
| +53% | +$760K | 0.02% | 575 |
|
|
2023
Q3 | $1.38M | Sell |
51,675
-5
| -0% | -$143 | 0.01% | 775 |
|
|
2023
Q2 | $1.35M | Sell |
51,680
-27,440
| -35% | -$756K | 0.01% | 795 |
|
|
2023
Q1 | $2.4M | Buy |
79,120
+5,619
| +8% | +$220K | 0.02% | 618 |
|
|
2022
Q4 | $2.89M | Sell |
73,501
-2,934
| -4% | -$115K | 0.02% | 616 |
|
|
2022
Q3 | $2.65M | Buy |
76,435
+4,690
| +7% | +$174K | 0.02% | 550 |
|
|
2022
Q2 | $2.56M | Sell |
71,745
-6,510
| -8% | -$257K | 0.02% | 565 |
|
|
2022
Q1 | $3.55M | Hold |
78,255
| – | – | 0.03% | 509 |
|
|
2021
Q4 | $4.03M | Buy |
78,255
+16,530
| +27% | +$796K | 0.03% | 452 |
|
|
2021
Q3 | $2.9K | Buy |
61,725
+2,900
| +5% | +$127K | 0.02% | 605 |
|
|
2021
Q2 | $2.7K | Sell |
58,825
-3,400
| -5% | -$160K | 0.02% | 637 |
|
|
2021
Q1 | $2.75K | Sell |
62,225
-5,000
| -7% | -$208K | 0.02% | 633 |
|
|
2020
Q4 | $2.4M | Buy |
67,225
+5,000
| +8% | +$157K | 0.02% | 638 |
|
|
2020
Q3 | $1.57M | Buy |
62,225
+19,100
| +44% | +$484K | 0.01% | 667 |
|
|
2020
Q2 | $1.09M | Sell |
43,125
-1,200
| -3% | -$27.2K | 0.01% | 764 |
|
|
2020
Q1 | $834K | Buy |
44,325
+30,225
| +214% | +$986K | 0.01% | 764 |
|
|
2019
Q4 | $573K | Buy |
14,100
+2,500
| +22% | +$93.6K | ﹤0.01% | 1047 |
|
|
2019
Q3 | $410K | Sell |
11,600
-21,620
| -65% | -$754K | ﹤0.01% | 1148 |
|
|
2019
Q2 | $1.18M | Buy |
33,220
+19,650
| +145% | +$685K | 0.01% | 808 |
|
|
2019
Q1 | $441K | Sell |
13,570
-144
| -1% | -$4.99K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $408K | Sell |
13,714
-49,082
| -78% | -$1.72M | ﹤0.01% | 1056 |
|
|
2018
Q3 | $2.42M | Buy |
62,796
+25,496
| +68% | +$1.03M | 0.02% | 585 |
|
|
2018
Q2 | $1.45M | Buy |
37,300
+16,593
| +80% | +$691K | 0.01% | 700 |
|
|
2018
Q1 | $875K | Buy |
20,707
+2,034
| +11% | +$91.3K | 0.01% | 866 |
|
|
2017
Q4 | $784K | Sell |
18,673
-13,643
| -42% | -$534K | 0.01% | 911 |
|
|
2017
Q3 | $1.22M | Sell |
32,316
-838
| -3% | -$29.3K | 0.01% | 758 |
|
|
2017
Q2 | $1.18M | Buy |
33,154
+4,535
| +16% | +$161K | 0.01% | 769 |
|
|
2017
Q1 | $989K | Buy |
28,619
+6,075
| +27% | +$222K | 0.01% | 818 |
|
|
2016
Q4 | $803K | Buy |
22,544
+21,444
| +1,949% | +$650K | 0.01% | 886 |
|
|
2016
Q3 | $27K | Sell |
1,100
-23,293
| -95% | -$535K | ﹤0.01% | 1541 |
|
|
2016
Q2 | $487K | Buy |
24,393
+23,293
| +2,118% | +$517K | 0.01% | 994 |
|
|
2016
Q1 | $23K | Buy |
+1,100
| New | +$23.3K | ﹤0.01% | 1560 |
|
Other funds holding CFG
VCM
VPM
