Perpetual Ltd’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
$244K Sell
5,449
-5,358
-50% -$240K ﹤0.01% 395
2025
Q1
$443K Sell
10,807
-11,607
-52% -$476K 0.01% 341
2024
Q4
$981K Buy
22,414
+14,256
+175% +$624K 0.01% 245
2024
Q3
$335K Sell
8,158
-9,114
-53% -$374K ﹤0.01% 359
2024
Q2
$622K Buy
+17,272
New +$622K 0.01% 314
2024
Q1
Sell
-13,916
Closed -$461K 441
2023
Q4
$461K Sell
13,916
-10,170
-42% -$337K ﹤0.01% 349
2023
Q3
$646K Buy
+24,086
New +$646K 0.01% 332