Plante Moran Financial 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
Q1 | – | Sell |
-16
| Closed | -$700 | – | 818 |
|
|
2024
Q4 | $700 | Hold |
16
| – | – | ﹤0.01% | 834 |
|
|
2024
Q3 | $657 | Buy |
+16
| New | +$657 | ﹤0.01% | 803 |
|
|
2022
Q3 | – | Sell |
-218
| Closed | -$8K | – | 885 |
|
|
2022
Q2 | $8K | Sell |
218
-1,544
| -88% | -$56.7K | ﹤0.01% | 639 |
|
|
2022
Q1 | $80K | Buy |
1,762
+500
| +40% | +$22.7K | 0.01% | 255 |
|
|
2021
Q4 | $60K | Hold |
1,262
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $59K | Buy |
1,262
+856
| +211% | +$40K | 0.01% | 354 |
|
|
2021
Q2 | $19K | Buy |
406
+144
| +55% | +$6.74K | ﹤0.01% | 562 |
|
|
2021
Q1 | $12K | Hold |
262
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $9K | Buy |
+262
| New | +$9K | ﹤0.01% | 638 |
|
|
2018
Q1 | – | Sell |
-72
| Closed | -$3K | – | 954 |
|
|
2017
Q4 | $3K | Sell |
72
-469
| -87% | -$19.5K | ﹤0.01% | 745 |
|
|
2017
Q3 | $20K | Hold |
541
| – | – | 0.01% | 460 |
|
|
2017
Q2 | $19K | Sell |
541
-115
| -18% | -$4.04K | 0.01% | 478 |
|
|
2017
Q1 | $23K | Buy |
656
+469
| +251% | +$16.4K | 0.01% | 451 |
|
|
2016
Q4 | $7K | Sell |
187
-68
| -27% | -$2.55K | ﹤0.01% | 642 |
|
|
2016
Q3 | $6K | Buy |
255
+153
| +150% | +$3.6K | ﹤0.01% | 650 |
|
|
2016
Q2 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 784 |
|