Old Port Advisors’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 | $1.76M | Buy |
39,292
+6,525
| +20% | +$292K | 0.48% | 68 |
|
|
2025
Q1 | $1.34M | Buy |
32,767
+296
| +0.9% | +$12.1K | 0.4% | 83 |
|
|
2024
Q4 | $1.42M | Buy |
32,471
+105
| +0.3% | +$4.6K | 0.41% | 79 |
|
|
2024
Q3 | $1.33M | Buy |
32,366
+451
| +1% | +$18.5K | 0.37% | 87 |
|
|
2024
Q2 | $1.15M | Buy |
31,915
+5,180
| +19% | +$187K | 0.34% | 93 |
|
|
2024
Q1 | $970K | Buy |
26,735
+8,826
| +49% | +$320K | 0.3% | 104 |
|
|
2023
Q4 | $594K | Buy |
+17,909
| New | +$594K | 0.2% | 130 |
|