PHS
Pekin Hardy Strauss’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
14,366
-250
| -2% | -$11.2K | 0.07% | 215 |
|
|
2025
Q1 | $599K | Sell |
14,616
-175
| -1% | -$7.17K | 0.07% | 223 |
|
|
2024
Q4 | $647K | Sell |
14,791
-550
| -4% | -$24.1K | 0.08% | 220 |
|
|
2024
Q3 | $630K | Sell |
15,341
-1,434
| -9% | -$58.9K | 0.08% | 214 |
|
|
2024
Q2 | $604K | Sell |
16,775
-25
| -0.1% | -$901 | 0.08% | 195 |
|
|
2024
Q1 | $610K | Sell |
16,800
-200
| -1% | -$7.26K | 0.08% | 197 |
|
|
2023
Q4 | $563K | Sell |
17,000
-4,000
| -19% | -$133K | 0.08% | 184 |
|
|
2023
Q3 | $563K | Sell |
21,000
-700
| -3% | -$18.8K | 0.09% | 184 |
|
|
2023
Q2 | $566K | Sell |
21,700
-5,012
| -19% | -$131K | 0.06% | 184 |
|
|
2023
Q1 | $811K | Sell |
26,712
-213
| -0.8% | -$6.47K | 0.11% | 161 |
|
|
2022
Q4 | $1.06M | Sell |
26,925
-500
| -2% | -$19.7K | 0.15% | 135 |
|
|
2022
Q3 | $942K | Sell |
27,425
-300
| -1% | -$10.3K | 0.15% | 140 |
|
|
2022
Q2 | $990K | Sell |
27,725
-665
| -2% | -$23.7K | 0.14% | 143 |
|
|
2022
Q1 | $1.29M | Sell |
28,390
-300
| -1% | -$13.6K | 0.16% | 136 |
|
|
2021
Q4 | $1.36M | Buy |
28,690
+175
| +0.6% | +$8.27K | 0.18% | 136 |
|
|
2021
Q3 | $1.34M | Sell |
28,515
-225
| -0.8% | -$10.6K | 0.19% | 128 |
|
|
2021
Q2 | $1.32M | Sell |
28,740
-900
| -3% | -$41.3K | 0.18% | 131 |
|
|
2021
Q1 | $1.31M | Sell |
29,640
-400
| -1% | -$17.7K | 0.21% | 113 |
|
|
2020
Q4 | $1.07M | Sell |
30,040
-538
| -2% | -$19.2K | 0.19% | 119 |
|
|
2020
Q3 | $773K | Sell |
30,578
-1,862
| -6% | -$47.1K | 0.16% | 129 |
|
|
2020
Q2 | $819K | Sell |
32,440
-450
| -1% | -$11.4K | 0.18% | 106 |
|
|
2020
Q1 | $619K | Sell |
32,890
-7,960
| -19% | -$150K | 0.14% | 111 |
|
|
2019
Q4 | $1.66M | Buy |
40,850
+8,525
| +26% | +$346K | 0.27% | 79 |
|
|
2019
Q3 | $1.14M | Buy |
32,325
+6,275
| +24% | +$222K | 0.22% | 88 |
|
|
2019
Q2 | $921K | Buy |
+26,050
| New | +$921K | 0.18% | 93 |
|