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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.64K | Hold |
144
| – | – | ﹤0.01% | 452 |
|
|
2025
Q4 | $8.41K | Hold |
144
| – | – | ﹤0.01% | 482 |
|
|
2025
Q3 | $7.66K | Hold |
144
| – | – | ﹤0.01% | 500 |
|
|
2025
Q2 | $6.44K | Hold |
144
| – | – | ﹤0.01% | 508 |
|
|
2025
Q1 | $5.9K | Hold |
144
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $6.3K | Hold |
144
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $5.92K | Buy |
+144
| New | +$5.82K | ﹤0.01% | 574 |
|
|
2024
Q2 | – | Sell |
-144
| Closed | -$5.23K | – | 999 |
|
|
2024
Q1 | $5.23K | Hold |
144
| – | – | ﹤0.01% | 558 |
|
|
2023
Q4 | $4.77K | Buy |
144
+131
| +1,008% | +$3.61K | ﹤0.01% | 590 |
|
|
2023
Q3 | $349 | Hold |
13
| – | – | ﹤0.01% | 997 |
|
|
2023
Q2 | $340 | Sell |
13
-29
| -69% | -$799 | ﹤0.01% | 1023 |
|
|
2023
Q1 | $1.28K | Sell |
42
-59
| -58% | -$2.31K | ﹤0.01% | 849 |
|
|
2022
Q4 | $3.98K | Hold |
101
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $3K | Sell |
101
-81
| -45% | -$3K | ﹤0.01% | 643 |
|
|
2022
Q2 | $6K | Buy |
182
+57
| +46% | +$2.25K | ﹤0.01% | 526 |
|
|
2022
Q1 | $6K | Buy |
125
+80
| +178% | +$4.11K | ﹤0.01% | 557 |
|
|
2021
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 774 |
|
|
2021
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 768 |
|
|
2020
Q4 | $2K | Buy |
+45
| New | +$1.41K | ﹤0.01% | 735 |
|
|
2019
Q1 | – | Sell |
-97
| Closed | -$3K | – | 600 |
|
|
2018
Q4 | $3K | Buy |
+97
| New | +$3.4K | ﹤0.01% | 702 |
|
Other funds holding CFG
VCM
VPM
