Simon Quick 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 | $456K | Buy |
10,186
+1,233
| +14% | +$55.2K | 0.02% | 468 |
|
|
2025
Q1 | $367K | Buy |
8,953
+3,835
| +75% | +$157K | 0.02% | 375 |
|
|
2024
Q4 | $224K | Buy |
+5,118
| New | +$224K | 0.01% | 419 |
|
|
2020
Q1 | – | Sell |
-272
| Closed | -$11K | – | 510 |
|
|
2019
Q4 | $11K | Buy |
+272
| New | +$11K | ﹤0.01% | 387 |
|
|
2018
Q1 | – | Sell |
-1,109
| Closed | -$51K | – | 331 |
|
|
2017
Q4 | $51K | Buy |
+1,109
| New | +$51K | 0.02% | 224 |
|