Principal Securities’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 | $259K | Sell |
5,788
-1,472
| -20% | -$65.9K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $318K | Hold |
7,260
| – | – | 0.01% | 947 |
|
|
2024
Q4 | $318K | Buy |
7,260
+1,959
| +37% | +$85.7K | 0.01% | 943 |
|
|
2024
Q3 | $218K | Buy |
5,301
+725
| +16% | +$29.8K | 0.01% | 1070 |
|
|
2024
Q2 | $165K | Buy |
4,576
+53
| +1% | +$1.91K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $164K | Buy |
4,523
+318
| +8% | +$11.5K | 0.01% | 1097 |
|
|
2023
Q4 | $139K | Buy |
+4,205
| New | +$139K | 0.01% | 1070 |
|