Prestige Wealth Management Group’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44K | Hold |
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|
2025
Q1 | $5.9K | Hold |
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|
2024
Q4 | $6.3K | Hold |
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|
2024
Q3 | $5.92K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.23K | Hold |
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|
2023
Q4 | $4.77K | Buy |
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|
2023
Q3 | $349 | Hold |
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|
2023
Q2 | $340 | Sell |
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|
2023
Q1 | $1.28K | Sell |
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|
2022
Q4 | $3.98K | Hold |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
|