Spire Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.6K | Sell |
694
-39
| -5% | -$2.4K | ﹤0.01% | 1219 |
|
|
2025
Q4 | $42.8K | Buy |
733
+44
| +6% | +$2.36K | ﹤0.01% | 1232 |
|
|
2025
Q3 | $36.6K | Sell |
689
-47
| -6% | -$2.34K | ﹤0.01% | 1330 |
|
|
2025
Q2 | $32.9K | Buy |
736
+55
| +8% | +$2.17K | ﹤0.01% | 1350 |
|
|
2025
Q1 | $27.9K | Sell |
681
-40
| -6% | -$1.78K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $31.6K | Buy |
721
+40
| +6% | +$1.77K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $28K | Sell |
681
-70
| -9% | -$2.83K | ﹤0.01% | 1333 |
|
|
2024
Q2 | $27.1K | Buy |
751
+122
| +19% | +$4.25K | ﹤0.01% | 1329 |
|
|
2024
Q1 | $22.8K | Buy |
629
+5
| +0.8% | +$164 | ﹤0.01% | 1471 |
|
|
2023
Q4 | $20.3K | Buy |
624
+20
| +3% | +$550 | ﹤0.01% | 1536 |
|
|
2023
Q3 | $16.2K | Buy |
604
+25
| +4% | +$715 | ﹤0.01% | 1582 |
|
|
2023
Q2 | $15.1K | Sell |
579
-491
| -46% | -$13.5K | ﹤0.01% | 1689 |
|
|
2023
Q1 | $32.5K | Buy |
1,070
+66
| +7% | +$2.58K | ﹤0.01% | 1400 |
|
|
2022
Q4 | $40K | Buy |
1,004
+149
| +17% | +$5.82K | ﹤0.01% | 1062 |
|
|
2022
Q3 | $29K | Sell |
855
-186
| -18% | -$6.88K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $37K | Sell |
1,041
-442
| -30% | -$17.5K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $67K | Buy |
1,483
+290
| +24% | +$14.9K | ﹤0.01% | 1331 |
|
|
2021
Q4 | $56K | Buy |
1,193
+591
| +98% | +$28.5K | ﹤0.01% | 1663 |
|
|
2021
Q3 | $28K | Buy |
602
+360
| +149% | +$15.8K | ﹤0.01% | 1712 |
|
|
2021
Q2 | $11K | Sell |
242
-66
| -21% | -$3.12K | ﹤0.01% | 2073 |
|
|
2021
Q1 | $14K | Buy |
+308
| New | +$12.8K | ﹤0.01% | 2292 |
|
Other funds holding CFG
VCM
VPM
