Summit Securities Group’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 | $13.1K | Buy |
+292
| New | +$13.1K | ﹤0.01% | 702 |
|
|
2024
Q4 | – | Sell |
-6,200
| Closed | -$255K | – | 550 |
|
|
2024
Q3 | $255K | Buy |
+6,200
| New | +$255K | 0.07% | 68 |
|
|
2023
Q3 | – | Sell |
-633
| Closed | -$17K | – | 461 |
|
|
2023
Q2 | $17K | Sell |
633
-331
| -34% | -$8.89K | ﹤0.01% | 541 |
|
|
2023
Q1 | $29K | Buy |
964
+466
| +94% | +$14K | ﹤0.01% | 415 |
|
|
2022
Q4 | $20K | Buy |
498
+497
| +49,700% | +$20K | ﹤0.01% | 672 |
|
|
2022
Q3 | $0 | Sell |
1
-1,324
| -100% | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $47K | Buy |
1,325
+1,051
| +384% | +$37.3K | 0.01% | 385 |
|
|
2022
Q1 | $12K | Buy |
+274
| New | +$12K | ﹤0.01% | 568 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 176 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 157 |
|
|
2016
Q2 | – | Sell |
-9,700
| Closed | -$203K | – | 232 |
|
|
2016
Q1 | $203K | Buy |
+9,700
| New | +$203K | 0.14% | 127 |
|
|
2014
Q4 | – | Sell |
-5,176
| Closed | -$121K | – | 485 |
|
|
2014
Q3 | $121K | Buy |
+5,176
| New | +$121K | 0.04% | 264 |
|