Prospera Financial Services’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 |
-5,482
| Closed | -$240K | – | 1177 |
|
|
2024
Q4 | $240K | Sell |
5,482
-32
| -0.6% | -$1.4K | 0.01% | 1012 |
|
|
2024
Q3 | $227K | Buy |
+5,514
| New | +$227K | 0.01% | 1032 |
|
|
2024
Q2 | – | Sell |
-5,514
| Closed | -$200K | – | 1139 |
|
|
2024
Q1 | $200K | Buy |
+5,514
| New | +$200K | 0.01% | 1042 |
|
|
2022
Q3 | – | Sell |
-546
| Closed | -$20K | – | 955 |
|
|
2022
Q2 | $20K | Sell |
546
-2,493
| -82% | -$91.3K | ﹤0.01% | 1209 |
|
|
2022
Q1 | $138K | Buy |
+3,039
| New | +$138K | 0.01% | 1004 |
|
|
2021
Q4 | – | Sell |
-9,367
| Closed | -$440K | – | 870 |
|
|
2021
Q3 | $440K | Sell |
9,367
-55
| -0.6% | -$2.58K | 0.02% | 565 |
|
|
2021
Q2 | $432K | Buy |
9,422
+273
| +3% | +$12.5K | 0.02% | 567 |
|
|
2021
Q1 | $404K | Sell |
9,149
-380
| -4% | -$16.8K | 0.02% | 546 |
|
|
2020
Q4 | $341K | Buy |
9,529
+7,095
| +291% | +$254K | 0.02% | 499 |
|
|
2020
Q3 | $62K | Buy |
+2,434
| New | +$62K | 0.02% | 547 |
|
|
2019
Q4 | – | Sell |
-10,951
| Closed | -$387K | – | 601 |
|
|
2019
Q3 | $387K | Buy |
+10,951
| New | +$387K | 0.04% | 373 |
|