Pinnacle Associates’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 | $883K | Buy |
19,735
+8,693
| +79% | +$389K | 0.01% | 532 |
|
|
2025
Q1 | $452K | Sell |
11,042
-1,089
| -9% | -$44.6K | 0.01% | 628 |
|
|
2024
Q4 | $531K | Buy |
12,131
+3,517
| +41% | +$154K | 0.01% | 593 |
|
|
2024
Q3 | $285K | Sell |
8,614
-3,233
| -27% | -$107K | ﹤0.01% | 686 |
|
|
2024
Q2 | $427K | Buy |
11,847
+3,087
| +35% | +$111K | 0.01% | 615 |
|
|
2024
Q1 | $318K | Buy |
8,760
+146
| +2% | +$5.3K | 0.01% | 686 |
|
|
2023
Q4 | $285K | Sell |
8,614
-340
| -4% | -$11.3K | ﹤0.01% | 696 |
|
|
2023
Q3 | $240K | Buy |
8,954
+321
| +4% | +$8.6K | ﹤0.01% | 718 |
|
|
2023
Q2 | $225K | Buy |
8,633
+241
| +3% | +$6.29K | ﹤0.01% | 746 |
|
|
2023
Q1 | $255K | Buy |
8,392
+1,268
| +18% | +$38.5K | 0.01% | 665 |
|
|
2022
Q4 | $280K | Sell |
7,124
-25
| -0.3% | -$984 | 0.01% | 628 |
|
|
2022
Q3 | $246K | Buy |
7,149
+1,128
| +19% | +$38.8K | 0.01% | 647 |
|
|
2022
Q2 | $215K | Buy |
6,021
+877
| +17% | +$31.3K | ﹤0.01% | 690 |
|
|
2022
Q1 | $233K | Hold |
5,144
| – | – | ﹤0.01% | 726 |
|
|
2021
Q4 | $243K | Buy |
5,144
+94
| +2% | +$4.44K | ﹤0.01% | 717 |
|
|
2021
Q3 | $237K | Hold |
5,050
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $232K | Hold |
5,050
| – | – | ﹤0.01% | 699 |
|
|
2021
Q1 | $223K | Buy |
+5,050
| New | +$223K | ﹤0.01% | 681 |
|