NorthRock Partners’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 | $309K | Buy |
6,908
+1,116
| +19% | +$49.9K | 0.01% | 523 |
|
|
2025
Q1 | $237K | Buy |
5,792
+421
| +8% | +$17.2K | 0.01% | 517 |
|
|
2024
Q4 | $235K | Buy |
5,371
+193
| +4% | +$8.45K | 0.01% | 534 |
|
|
2024
Q3 | $213K | Buy |
+5,178
| New | +$213K | 0.01% | 588 |
|
|
2022
Q3 | – | Sell |
-6,611
| Closed | -$236K | – | 304 |
|
|
2022
Q2 | $236K | Buy |
+6,611
| New | +$236K | 0.02% | 263 |
|
|
2020
Q1 | – | Sell |
-7,806
| Closed | -$317K | – | 219 |
|
|
2019
Q4 | $317K | Sell |
7,806
-10,105
| -56% | -$410K | 0.03% | 203 |
|
|
2019
Q3 | $634K | Buy |
+17,911
| New | +$634K | 0.09% | 108 |
|