Summit Financial’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
$300K Sell
6,697
-1,441
-18% -$64.5K 0.01% 681
2025
Q1
$333K Sell
8,138
-295
-3% -$12.1K 0.01% 590
2024
Q4
$369K Buy
8,433
+86
+1% +$3.76K 0.01% 496
2024
Q3
$343K Sell
8,347
-925
-10% -$38K 0.01% 436
2024
Q2
$334K Buy
+9,272
New +$334K 0.02% 398