Pathstone Family Office’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
2023
Q3
$376K Buy
2023
Q2
Sell
2023
Q1
$910K Sell
2022
Q4
$1.66M Buy
2022
Q3
$1.24M Buy
2022
Q2
$352K Sell
2022
Q1
$690K Sell
2021
Q4
$736K Buy
2021
Q3
$665K Buy
2021
Q2
$632K Buy
2021
Q1
Sell
2020
Q4
$92K Buy
2017
Q2
Sell
2017
Q1
$3K Buy