Northwestern Mutual Wealth 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 | $982K | Buy |
21,954
+6,461
| +42% | +$289K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $635K | Sell |
15,493
-2,807
| -15% | -$115K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $801K | Sell |
18,300
-1,153
| -6% | -$50.5K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $799K | Sell |
19,453
-781
| -4% | -$32.1K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $729K | Sell |
20,234
-5,358
| -21% | -$193K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $929K | Sell |
25,592
-6,212
| -20% | -$225K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $1.05M | Buy |
31,804
+587
| +2% | +$19.5K | ﹤0.01% | 957 |
|
|
2023
Q3 | $837K | Buy |
31,217
+6,725
| +27% | +$180K | ﹤0.01% | 1003 |
|
|
2023
Q2 | $639K | Sell |
24,492
-7,485
| -23% | -$195K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $971K | Buy |
31,977
+18,119
| +131% | +$550K | ﹤0.01% | 904 |
|
|
2022
Q4 | $546K | Buy |
13,858
+2,302
| +20% | +$90.6K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $397K | Buy |
11,556
+229
| +2% | +$7.87K | ﹤0.01% | 1147 |
|
|
2022
Q2 | $405K | Buy |
11,327
+3,244
| +40% | +$116K | ﹤0.01% | 1129 |
|
|
2022
Q1 | $366K | Sell |
8,083
-3,635
| -31% | -$165K | ﹤0.01% | 1200 |
|
|
2021
Q4 | $553K | Buy |
11,718
+2,763
| +31% | +$130K | ﹤0.01% | 1031 |
|
|
2021
Q3 | $420K | Buy |
8,955
+1,784
| +25% | +$83.7K | ﹤0.01% | 1057 |
|
|
2021
Q2 | $329K | Buy |
7,171
+1,244
| +21% | +$57.1K | ﹤0.01% | 1124 |
|
|
2021
Q1 | $261K | Sell |
5,927
-404
| -6% | -$17.8K | ﹤0.01% | 1151 |
|
|
2020
Q4 | $227K | Sell |
6,331
-761
| -11% | -$27.3K | ﹤0.01% | 1102 |
|
|
2020
Q3 | $180K | Buy |
7,092
+613
| +9% | +$15.6K | ﹤0.01% | 1058 |
|
|
2020
Q2 | $164K | Buy |
6,479
+1,252
| +24% | +$31.7K | ﹤0.01% | 1040 |
|
|
2020
Q1 | $98K | Buy |
5,227
+1,915
| +58% | +$35.9K | ﹤0.01% | 1120 |
|
|
2019
Q4 | $134K | Buy |
3,312
+581
| +21% | +$23.5K | ﹤0.01% | 1103 |
|
|
2019
Q3 | $97K | Sell |
2,731
-67
| -2% | -$2.38K | ﹤0.01% | 1168 |
|
|
2019
Q2 | $99K | Sell |
2,798
-15,767
| -85% | -$558K | ﹤0.01% | 1126 |
|
|
2019
Q1 | $603K | Buy |
18,565
+16,715
| +904% | +$543K | ﹤0.01% | 575 |
|
|
2018
Q4 | $55K | Sell |
1,850
-210
| -10% | -$6.24K | ﹤0.01% | 1210 |
|
|
2018
Q3 | $80K | Buy |
2,060
+201
| +11% | +$7.81K | ﹤0.01% | 1126 |
|
|
2018
Q2 | $72K | Sell |
1,859
-40
| -2% | -$1.55K | ﹤0.01% | 1100 |
|
|
2018
Q1 | $79K | Sell |
1,899
-364
| -16% | -$15.1K | ﹤0.01% | 1035 |
|
|
2017
Q4 | $95K | Buy |
2,263
+320
| +16% | +$13.4K | ﹤0.01% | 937 |
|
|
2017
Q3 | $74K | Buy |
1,943
+271
| +16% | +$10.3K | ﹤0.01% | 979 |
|
|
2017
Q2 | $59K | Buy |
1,672
+1,115
| +200% | +$39.3K | ﹤0.01% | 1031 |
|
|
2017
Q1 | $19K | Sell |
557
-607
| -52% | -$20.7K | ﹤0.01% | 1352 |
|
|
2016
Q4 | $42K | Buy |
+1,164
| New | +$42K | ﹤0.01% | 1084 |
|
|
2016
Q3 | – | Sell |
-1,851
| Closed | -$37K | – | 395 |
|
|
2016
Q2 | $37K | Buy |
1,851
+449
| +32% | +$8.98K | ﹤0.01% | 982 |
|
|
2016
Q1 | $29K | Buy |
1,402
+1,282
| +1,068% | +$26.5K | ﹤0.01% | 1055 |
|
|
2015
Q4 | $3K | Sell |
120
-48
| -29% | -$1.2K | ﹤0.01% | 1383 |
|
|
2015
Q3 | $4K | Buy |
168
+101
| +151% | +$2.41K | ﹤0.01% | 1291 |
|
|
2015
Q2 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1302 |
|