Pathstone Holdings’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
$6.47M Sell
144,553
-31,223
-18% -$1.4M 0.03% 458
2025
Q1
$7.22M Buy
175,776
+5,876
+3% +$241K 0.03% 436
2024
Q4
$7.43M Buy
169,900
+15,354
+10% +$672K 0.03% 417
2024
Q3
$6.35M Buy
154,546
+11,044
+8% +$454K 0.03% 476
2024
Q2
$5.17M Buy
143,502
+17,385
+14% +$626K 0.02% 517
2024
Q1
$4.58M Buy
126,117
+31,223
+33% +$1.13M 0.02% 528
2023
Q4
$3.15M Buy
+94,894
New +$3.15M 0.02% 569