RWM
Ritholtz Wealth Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,051
| Closed | -$453K | – | 991 |
|
|
2025
Q1 | $453K | Sell |
11,051
-2,858
| -21% | -$117K | 0.01% | 621 |
|
|
2024
Q4 | $609K | Buy |
13,909
+2,790
| +25% | +$122K | 0.02% | 508 |
|
|
2024
Q3 | $457K | Buy |
11,119
+5,167
| +87% | +$212K | 0.01% | 586 |
|
|
2024
Q2 | $214K | Buy |
+5,952
| New | +$214K | 0.01% | 750 |
|