SWA
SOA Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53 | Hold |
1
| – | – | ﹤0.01% | 859 |
|
|
2025
Q1 | $48 | Hold |
1
| – | – | ﹤0.01% | 866 |
|
|
2024
Q4 | $51 | Hold |
1
| – | – | ﹤0.01% | 861 |
|
|
2024
Q3 | $47 | Hold |
1
| – | – | ﹤0.01% | 826 |
|
|
2024
Q2 | $41 | Hold |
1
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $41 | Hold |
1
| – | – | ﹤0.01% | 897 |
|
|
2023
Q4 | $37 | Hold |
1
| – | – | ﹤0.01% | 897 |
|
|
2023
Q3 | $29 | Hold |
1
| – | – | ﹤0.01% | 929 |
|
|
2023
Q2 | $28 | Hold |
1
| – | – | ﹤0.01% | 927 |
|
|
2023
Q1 | $32 | Hold |
1
| – | – | ﹤0.01% | 955 |
|
|
2022
Q4 | $41 | Hold |
1
| – | – | ﹤0.01% | 959 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 842 |
|
|
2022
Q2 | $0 | Sell |
1
-33
| -97% | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 811 |
|
|
2021
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 827 |
|
|
2021
Q2 | $1K | Sell |
34
-3
| -8% | -$88 | ﹤0.01% | 809 |
|
|
2021
Q1 | $1K | Buy |
37
+8
| +28% | +$216 | ﹤0.01% | 754 |
|
|
2020
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 727 |
|