Pinion Investment Advisors’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 | $295K | Buy |
6,591
+1,624
| +33% | +$72.7K | 0.1% | 135 |
|
|
2025
Q1 | $204K | Buy |
4,967
+4
| +0.1% | +$164 | 0.04% | 149 |
|
|
2024
Q4 | $217K | Buy |
+4,963
| New | +$217K | 0.09% | 148 |
|
|
2024
Q2 | – | Sell |
-6,321
| Closed | -$229K | – | 143 |
|
|
2024
Q1 | $229K | Buy |
6,321
+15
| +0.2% | +$544 | 0.12% | 133 |
|
|
2023
Q4 | $209K | Sell |
6,306
-2,327
| -27% | -$77.1K | 0.13% | 143 |
|
|
2023
Q3 | $231K | Buy |
8,633
+72
| +0.8% | +$1.93K | 0.15% | 147 |
|
|
2023
Q2 | $223K | Buy |
+8,561
| New | +$223K | 0.15% | 154 |
|
|
2023
Q1 | – | Sell |
-7,521
| Closed | -$296K | – | 123 |
|
|
2022
Q4 | $296K | Sell |
7,521
-3,050
| -29% | -$120K | 0.28% | 98 |
|
|
2022
Q3 | $363K | Buy |
10,571
+35
| +0.3% | +$1.2K | 0.32% | 102 |
|
|
2022
Q2 | $376K | Buy |
10,536
+1,628
| +18% | +$58.1K | 0.31% | 107 |
|
|
2022
Q1 | $404K | Buy |
8,908
+863
| +11% | +$39.1K | 0.28% | 115 |
|
|
2021
Q4 | $380K | Sell |
8,045
-25
| -0.3% | -$1.18K | 0.26% | 116 |
|
|
2021
Q3 | $379K | Buy |
8,070
+1,020
| +14% | +$47.9K | 0.31% | 103 |
|
|
2021
Q2 | $323K | Buy |
7,050
+1,223
| +21% | +$56K | 0.26% | 115 |
|
|
2021
Q1 | $257K | Buy |
+5,827
| New | +$257K | 0.24% | 125 |
|