Savant Capital’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 | $3.01M | Sell |
67,183
-111,205
| -62% | -$4.98M | 0.02% | 442 |
|
|
2025
Q1 | $7.31M | Buy |
178,388
+96,563
| +118% | +$3.96M | 0.05% | 212 |
|
|
2024
Q4 | $3.58M | Buy |
81,825
+2,373
| +3% | +$104K | 0.03% | 293 |
|
|
2024
Q3 | $3.26M | Buy |
79,452
+2,204
| +3% | +$90.5K | 0.03% | 305 |
|
|
2024
Q2 | $2.78M | Buy |
77,248
+42,744
| +124% | +$1.54M | 0.03% | 298 |
|
|
2024
Q1 | $1.25M | Buy |
34,504
+22,397
| +185% | +$813K | 0.01% | 484 |
|
|
2023
Q4 | $401K | Buy |
+12,107
| New | +$401K | 0.01% | 624 |
|
|
2023
Q1 | – | Sell |
-5,927
| Closed | -$233K | – | 723 |
|
|
2022
Q4 | $233K | Buy |
+5,927
| New | +$233K | 0.01% | 522 |
|
|
2022
Q3 | – | Sell |
-5,852
| Closed | -$209K | – | 549 |
|
|
2022
Q2 | $209K | Buy |
5,852
+475
| +9% | +$17K | 0.01% | 519 |
|
|
2022
Q1 | $244K | Buy |
5,377
+358
| +7% | +$16.2K | 0.01% | 500 |
|
|
2021
Q4 | $237K | Buy |
5,019
+551
| +12% | +$26K | 0.01% | 498 |
|
|
2021
Q3 | $210K | Sell |
4,468
-521
| -10% | -$24.5K | 0.01% | 494 |
|
|
2021
Q2 | $229K | Buy |
4,989
+60
| +1% | +$2.75K | 0.01% | 452 |
|
|
2021
Q1 | $218K | Buy |
+4,929
| New | +$218K | 0.01% | 430 |
|