Steward Partners Investment Advisory’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 | $504K | Sell |
11,265
-521
| -4% | -$23.3K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $483K | Sell |
11,786
-55,481
| -82% | -$2.27M | ﹤0.01% | 1236 |
|
|
2024
Q4 | $2.94M | Buy |
67,267
+61,547
| +1,076% | +$2.69M | 0.03% | 518 |
|
|
2024
Q3 | $235K | Buy |
5,720
+16
| +0.3% | +$657 | ﹤0.01% | 1451 |
|
|
2024
Q2 | $206K | Sell |
5,704
-32
| -0.6% | -$1.15K | ﹤0.01% | 1435 |
|
|
2024
Q1 | $208K | Buy |
5,736
+440
| +8% | +$16K | ﹤0.01% | 1416 |
|
|
2023
Q4 | $176K | Buy |
5,296
+1,766
| +50% | +$58.5K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $94.6K | Sell |
3,530
-562
| -14% | -$15.1K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $107K | Sell |
4,092
-3,107
| -43% | -$81K | ﹤0.01% | 1556 |
|
|
2023
Q1 | $219K | Sell |
7,199
-2,140
| -23% | -$65K | ﹤0.01% | 1239 |
|
|
2022
Q4 | $368K | Buy |
9,339
+556
| +6% | +$21.9K | 0.01% | 1009 |
|
|
2022
Q3 | $302K | Sell |
8,783
-11,851
| -57% | -$407K | 0.01% | 1031 |
|
|
2022
Q2 | $736K | Buy |
20,634
+4,305
| +26% | +$154K | 0.01% | 738 |
|
|
2022
Q1 | $740K | Buy |
16,329
+5,216
| +47% | +$236K | 0.01% | 791 |
|
|
2021
Q4 | $525K | Buy |
11,113
+3,212
| +41% | +$152K | 0.01% | 917 |
|
|
2021
Q3 | $371K | Buy |
7,901
+428
| +6% | +$20.1K | 0.01% | 1021 |
|
|
2021
Q2 | $343K | Buy |
7,473
+2,330
| +45% | +$107K | 0.01% | 1112 |
|
|
2021
Q1 | $227K | Sell |
5,143
-40
| -0.8% | -$1.77K | ﹤0.01% | 1241 |
|
|
2020
Q4 | $185K | Sell |
5,183
-482
| -9% | -$17.2K | ﹤0.01% | 1104 |
|
|
2020
Q3 | $143K | Buy |
5,665
+1,837
| +48% | +$46.4K | ﹤0.01% | 1070 |
|
|
2020
Q2 | $97K | Sell |
3,828
-2,628
| -41% | -$66.6K | ﹤0.01% | 1164 |
|
|
2020
Q1 | $121K | Buy |
6,456
+3,699
| +134% | +$69.3K | ﹤0.01% | 934 |
|
|
2019
Q4 | $111K | Sell |
2,757
-93
| -3% | -$3.74K | ﹤0.01% | 1095 |
|
|
2019
Q3 | $100K | Buy |
2,850
+1
| +0% | +$35 | ﹤0.01% | 1088 |
|
|
2019
Q2 | $100K | Buy |
+2,849
| New | +$100K | ﹤0.01% | 1058 |
|
|
2018
Q4 | – | Sell |
-8,720
| Closed | -$336K | – | 970 |
|
|
2018
Q3 | $336K | Buy |
8,720
+112
| +1% | +$4.32K | 0.02% | 592 |
|
|
2018
Q2 | $335K | Buy |
8,608
+1,614
| +23% | +$62.8K | 0.02% | 540 |
|
|
2018
Q1 | $293K | Sell |
6,994
-6,730
| -49% | -$282K | 0.02% | 540 |
|
|
2017
Q4 | $576K | Hold |
13,724
| – | – | 0.04% | 337 |
|
|
2017
Q3 | $519K | Sell |
13,724
-82
| -0.6% | -$3.1K | 0.05% | 288 |
|
|
2017
Q2 | $492K | Buy |
13,806
+5,731
| +71% | +$204K | 0.06% | 274 |
|
|
2017
Q1 | $278K | Buy |
8,075
+8,022
| +15,136% | +$276K | 0.04% | 282 |
|
|
2016
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 795 |
|