SVB Wealth’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 | $272K | Buy |
+6,086
| New | +$272K | 0.01% | 378 |
|
|
2025
Q1 | – | Sell |
-9,620
| Closed | -$421K | – | 1534 |
|
|
2024
Q4 | $421K | Buy |
+9,620
| New | +$421K | 0.01% | 464 |
|
|
2024
Q3 | – | Sell |
-16,897
| Closed | -$609K | – | 114 |
|
|
2024
Q2 | $609K | Sell |
16,897
-4,436
| -21% | -$160K | 0.02% | 392 |
|
|
2024
Q1 | $774K | Sell |
21,333
-215
| -1% | -$7.8K | 0.02% | 394 |
|
|
2023
Q4 | $714K | Buy |
21,548
+2,662
| +14% | +$88.2K | 0.02% | 401 |
|
|
2023
Q3 | $506K | Sell |
18,886
-3,408
| -15% | -$91.3K | 0.01% | 455 |
|
|
2023
Q2 | $581K | Sell |
22,294
-2,874
| -11% | -$75K | 0.01% | 447 |
|
|
2023
Q1 | $764K | Sell |
25,168
-25,228
| -50% | -$766K | 0.01% | 438 |
|
|
2022
Q4 | $1.98M | Buy |
50,396
+7,196
| +17% | +$283K | 0.03% | 273 |
|
|
2022
Q3 | $1.48M | Buy |
43,200
+20,150
| +87% | +$692K | 0.02% | 297 |
|
|
2022
Q2 | $823K | Buy |
23,050
+17,169
| +292% | +$613K | 0.01% | 358 |
|
|
2022
Q1 | $266K | Buy |
5,881
+1,450
| +33% | +$65.6K | ﹤0.01% | 617 |
|
|
2021
Q4 | $210K | Sell |
4,431
-7,481
| -63% | -$355K | ﹤0.01% | 690 |
|
|
2021
Q3 | $560K | Buy |
11,912
+571
| +5% | +$26.8K | 0.01% | 563 |
|
|
2021
Q2 | $520K | Sell |
11,341
-1,184
| -9% | -$54.3K | 0.01% | 563 |
|
|
2021
Q1 | $553K | Buy |
12,525
+347
| +3% | +$15.3K | 0.01% | 492 |
|
|
2020
Q4 | $435K | Buy |
12,178
+342
| +3% | +$12.2K | 0.01% | 510 |
|
|
2020
Q3 | $299K | Buy |
+11,836
| New | +$299K | ﹤0.01% | 524 |
|