Strategic Advisors’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 | $952K | Hold |
21,270
| – | – | 0.19% | 89 |
|
|
2025
Q1 | $871K | Sell |
21,270
-500
| -2% | -$20.5K | 0.17% | 109 |
|
|
2024
Q4 | $953K | Buy |
21,770
+1,570
| +8% | +$68.7K | 0.17% | 106 |
|
|
2024
Q3 | $830K | Sell |
20,200
-2,000
| -9% | -$82.1K | 0.15% | 113 |
|
|
2024
Q2 | $800K | Sell |
22,200
-2,000
| -8% | -$72.1K | 0.16% | 114 |
|
|
2024
Q1 | $878K | Hold |
24,200
| – | – | 0.17% | 107 |
|
|
2023
Q4 | $802K | Sell |
24,200
-6,000
| -20% | -$199K | 0.15% | 116 |
|
|
2023
Q3 | $809K | Sell |
30,200
-1,000
| -3% | -$26.8K | 0.16% | 113 |
|
|
2023
Q2 | $814K | Sell |
31,200
-2,065
| -6% | -$53.9K | 0.16% | 119 |
|
|
2023
Q1 | $1.01M | Sell |
33,265
-185
| -0.6% | -$5.62K | 0.2% | 93 |
|
|
2022
Q4 | $1.32M | Sell |
33,450
-1,100
| -3% | -$43.3K | 0.29% | 76 |
|
|
2022
Q3 | $1.19M | Hold |
34,550
| – | – | 0.26% | 82 |
|
|
2022
Q2 | $1.23M | Sell |
34,550
-1,700
| -5% | -$60.7K | 0.26% | 83 |
|
|
2022
Q1 | $1.64M | Hold |
36,250
| – | – | 0.29% | 74 |
|
|
2021
Q4 | $1.71M | Sell |
36,250
-500
| -1% | -$23.6K | 0.24% | 84 |
|
|
2021
Q3 | $1.73M | Sell |
36,750
-250
| -0.7% | -$11.7K | 0.37% | 67 |
|
|
2021
Q2 | $1.7M | Hold |
37,000
| – | – | 0.44% | 53 |
|
|
2021
Q1 | $1.63M | Sell |
37,000
-500
| -1% | -$22.1K | 0.47% | 49 |
|
|
2020
Q4 | $1.51M | Sell |
37,500
-2,000
| -5% | -$80.3K | 0.44% | 51 |
|
|
2020
Q3 | $1.09M | Sell |
39,500
-9,400
| -19% | -$258K | 0.36% | 61 |
|
|
2020
Q2 | $1.25M | Buy |
+48,900
| New | +$1.25M | 0.47% | 47 |
|