OneDigital Investment 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 | $341K | Buy |
7,617
+491
| +7% | +$22K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $292K | Buy |
7,126
+1,957
| +38% | +$80.2K | ﹤0.01% | 1125 |
|
|
2024
Q4 | $226K | Sell |
5,169
-473
| -8% | -$20.7K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $232K | Buy |
+5,642
| New | +$232K | ﹤0.01% | 1286 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | – | – | 1127 |
|
|
2018
Q4 | $0 | Sell |
10
-430
| -98% | – | ﹤0.01% | 1128 |
|
|
2018
Q3 | $17K | Hold |
440
| – | – | ﹤0.01% | 704 |
|
|
2018
Q2 | $17K | Hold |
440
| – | – | ﹤0.01% | 864 |
|
|
2018
Q1 | $18K | Sell |
440
-147
| -25% | -$6.01K | ﹤0.01% | 848 |
|
|
2017
Q4 | $25K | Hold |
587
| – | – | ﹤0.01% | 720 |
|
|
2017
Q3 | $22K | Buy |
587
+440
| +299% | +$16.5K | 0.01% | 609 |
|
|
2017
Q2 | $5K | Buy |
+147
| New | +$5K | ﹤0.01% | 1049 |
|