OneDigital 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
2025
Q2
$341K Buy
2025
Q1
$292K Buy
2024
Q4
$226K Sell
2024
Q3
$232K Buy
2019
Q1
Sell
2018
Q4
$0 Sell
2018
Q3
$17K Hold
2018
Q2
$17K Hold
2018
Q1
$18K Sell
2017
Q4
$25K Hold
2017
Q3
$22K Buy
2017
Q2
$5K Buy