Richardson 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
Q2
$208K Sell
4,518
-70
-2% -$3.23K 0.14% 146
2025
Q1
$188K Hold
4,588
0.14% 142
2024
Q4
$200K Sell
4,588
-562
-11% -$24.5K 0.14% 135
2024
Q3
$186K Hold
5,150
0.12% 154
2024
Q2
$186K Sell
5,150
-580
-10% -$20.9K 0.13% 142
2024
Q1
$208K Sell
5,730
-125
-2% -$4.54K 0.15% 143
2023
Q4
$194K Buy
+5,855
New +$194K 0.17% 130