Simplicity Wealth’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 |
-15,301
| Closed | -$627K | – | 598 |
|
|
2025
Q1 | $627K | Buy |
+15,301
| New | +$627K | 0.05% | 308 |
|
|
2024
Q3 | – | Sell |
-11,271
| Closed | -$406K | – | 601 |
|
|
2024
Q2 | $406K | Buy |
11,271
+252
| +2% | +$9.08K | 0.01% | 841 |
|
|
2024
Q1 | $400K | Buy |
+11,019
| New | +$400K | 0.01% | 815 |
|