Personal CFO Solutions’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 | $205K | Buy |
+4,588
| New | +$205K | 0.04% | 463 |
|
|
2025
Q1 | – | Sell |
-5,215
| Closed | -$228K | – | 455 |
|
|
2024
Q4 | $228K | Buy |
5,215
+60
| +1% | +$2.63K | 0.04% | 406 |
|
|
2024
Q3 | $212K | Buy |
+5,155
| New | +$212K | 0.03% | 524 |
|
|
2022
Q3 | – | Sell |
-8,982
| Closed | -$321K | – | 425 |
|
|
2022
Q2 | $321K | Buy |
8,982
+1,463
| +19% | +$52.3K | 0.08% | 248 |
|
|
2022
Q1 | $341K | Buy |
7,519
+64
| +0.9% | +$2.9K | 0.07% | 286 |
|
|
2021
Q4 | $352K | Buy |
7,455
+138
| +2% | +$6.52K | 0.07% | 277 |
|
|
2021
Q3 | $344K | Buy |
7,317
+418
| +6% | +$19.7K | 0.07% | 256 |
|
|
2021
Q2 | $316K | Buy |
6,899
+2,022
| +41% | +$92.6K | 0.06% | 275 |
|
|
2021
Q1 | $215K | Buy |
+4,877
| New | +$215K | 0.05% | 371 |
|