Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $176K | Buy |
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|
2023
Q3 | $94.6K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $185K | Sell |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $97K | Sell |
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|
2020
Q1 | $121K | Buy |
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|
2019
Q4 | $111K | Sell |
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|
2019
Q3 | $100K | Buy |
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|
2019
Q2 | $100K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $576K | Hold |
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|
2017
Q3 | $519K | Sell |
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|
2017
Q2 | $492K | Buy |
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|
2017
Q1 | $278K | Buy |
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|
2016
Q4 | $1K | Buy |
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