Summit Trail 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 | $1.2M | Buy |
+26,748
| New | +$1.2M | 0.02% | 407 |
|
|
2024
Q4 | – | Sell |
-7,539
| Closed | -$310K | – | 463 |
|
|
2024
Q3 | $310K | Sell |
7,539
-12,567
| -63% | -$516K | 0.01% | 534 |
|
|
2024
Q2 | $724K | Buy |
+20,106
| New | +$724K | 0.02% | 298 |
|
|
2018
Q1 | – | Sell |
-1,743
| Closed | -$82K | – | 643 |
|
|
2017
Q4 | $82K | Buy |
+1,743
| New | +$82K | 0.01% | 683 |
|