SIS
Sound Income Strategies’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
335,053
+112,654
| +51% | +$5.04M | 0.86% | 42 |
|
|
2025
Q1 | $9.11M | Buy |
222,399
+6,882
| +3% | +$282K | 0.54% | 58 |
|
|
2024
Q4 | $9.43M | Buy |
215,517
+215,495
| +979,523% | +$9.43M | 0.58% | 55 |
|
|
2024
Q3 | $904 | Buy |
22
+19
| +633% | +$781 | ﹤0.01% | 1258 |
|
|
2024
Q2 | $108 | Sell |
3
-57
| -95% | -$2.05K | ﹤0.01% | 1329 |
|
|
2024
Q1 | $2.18K | Buy |
60
+3
| +5% | +$109 | ﹤0.01% | 1043 |
|
|
2023
Q4 | $1.89K | Buy |
+57
| New | +$1.89K | ﹤0.01% | 1068 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$20 | – | 1161 |
|
|
2023
Q2 | $20 | Buy |
+1
| New | +$20 | ﹤0.01% | 1100 |
|
|
2020
Q3 | – | Sell |
-62
| Closed | -$2K | – | 846 |
|
|
2020
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 629 |
|
|
2020
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 643 |
|
|
2019
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 525 |
|
|
2019
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 542 |
|
|
2019
Q1 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 538 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 709 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 635 |
|