Richard Bernstein 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
Q2 | – | Sell |
-78,950
| Closed | -$3.23M | – | 217 |
|
|
2025
Q1 | $3.23M | Sell |
78,950
-3,808
| -5% | -$156K | 0.08% | 133 |
|
|
2024
Q4 | $3.62M | Sell |
82,758
-23,160
| -22% | -$1.01M | 0.08% | 131 |
|
|
2024
Q3 | $4.35M | Hold |
105,918
| – | – | 0.09% | 95 |
|
|
2024
Q2 | $3.82M | Buy |
105,918
+10
| +0% | +$360 | 0.08% | 98 |
|
|
2024
Q1 | $3.84M | Hold |
105,908
| – | – | 0.08% | 94 |
|
|
2023
Q4 | $3.51M | Buy |
105,908
+62
| +0.1% | +$2.06K | 0.08% | 96 |
|
|
2023
Q3 | $2.84M | Buy |
+105,846
| New | +$2.84M | 0.06% | 116 |
|
|
2018
Q2 | – | Sell |
-9,712
| Closed | -$408K | – | 341 |
|
|
2018
Q1 | $408K | Hold |
9,712
| – | – | 0.01% | 283 |
|
|
2017
Q4 | $408K | Buy |
+9,712
| New | +$408K | 0.02% | 244 |
|