SFM
Systematic Financial Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Hold |
84,187
| – | – | 0.1% | 162 |
|
|
2025
Q1 | $3.45M | Hold |
84,187
| – | – | 0.1% | 162 |
|
|
2024
Q4 | $3.68M | Buy |
84,187
+5,160
| +7% | +$226K | 0.09% | 163 |
|
|
2024
Q3 | $3.25M | Sell |
79,027
-900
| -1% | -$37K | 0.08% | 165 |
|
|
2024
Q2 | $2.88M | Sell |
79,927
-1,005
| -1% | -$36.2K | 0.09% | 167 |
|
|
2024
Q1 | $2.94M | Buy |
80,932
+17,580
| +28% | +$638K | 0.08% | 168 |
|
|
2023
Q4 | $2.1M | Buy |
63,352
+7,660
| +14% | +$254K | 0.06% | 169 |
|
|
2023
Q3 | $1.49M | Sell |
55,692
-3,400
| -6% | -$91.1K | 0.05% | 177 |
|
|
2023
Q2 | $1.54M | Sell |
59,092
-162
| -0.3% | -$4.23K | 0.05% | 175 |
|
|
2023
Q1 | $1.8M | Sell |
59,254
-276,632
| -82% | -$8.4M | 0.06% | 164 |
|
|
2022
Q4 | $13.2M | Sell |
335,886
-49,714
| -13% | -$1.96M | 0.43% | 104 |
|
|
2022
Q3 | $13.2M | Sell |
385,600
-21,691
| -5% | -$745K | 0.48% | 94 |
|
|
2022
Q2 | $14.5M | Buy |
407,291
+366,584
| +901% | +$13.1M | 0.5% | 95 |
|
|
2022
Q1 | $1.85M | Buy |
40,707
+16,200
| +66% | +$734K | 0.06% | 156 |
|
|
2021
Q4 | $1.16M | Buy |
24,507
+2,250
| +10% | +$106K | 0.03% | 159 |
|
|
2021
Q3 | $1.05M | Sell |
22,257
-66
| -0.3% | -$3.1K | 0.03% | 156 |
|
|
2021
Q2 | $1.02M | Hold |
22,323
| – | – | 0.03% | 161 |
|
|
2021
Q1 | $986K | Buy |
22,323
+160
| +0.7% | +$7.07K | 0.04% | 158 |
|
|
2020
Q4 | $793K | Buy |
22,163
+11,325
| +104% | +$405K | 0.03% | 165 |
|
|
2020
Q3 | $274K | Buy |
10,838
+60
| +0.6% | +$1.52K | 0.02% | 195 |
|
|
2020
Q2 | $272K | Sell |
10,778
-6,800
| -39% | -$172K | 0.01% | 409 |
|
|
2020
Q1 | $331K | Sell |
17,578
-8,000
| -31% | -$151K | 0.02% | 283 |
|
|
2019
Q4 | $1.04M | Buy |
25,578
+1,030
| +4% | +$41.8K | 0.04% | 166 |
|
|
2019
Q3 | $868K | Sell |
24,548
-59,836
| -71% | -$2.12M | 0.04% | 166 |
|
|
2019
Q2 | $2.98M | Sell |
84,384
-165,814
| -66% | -$5.86M | 0.12% | 160 |
|
|
2019
Q1 | $8.13M | Sell |
250,198
-644,247
| -72% | -$20.9M | 0.28% | 125 |
|
|
2018
Q4 | $26.6M | Sell |
894,445
-180,514
| -17% | -$5.37M | 0.82% | 12 |
|
|
2018
Q3 | $41.5M | Sell |
1,074,959
-132,246
| -11% | -$5.1M | 1% | 6 |
|
|
2018
Q2 | $47M | Sell |
1,207,205
-592,632
| -33% | -$23.1M | 1.15% | 3 |
|
|
2018
Q1 | $75.6M | Sell |
1,799,837
-263,265
| -13% | -$11.1M | 1.67% | 2 |
|
|
2017
Q4 | $86.6M | Sell |
2,063,102
-79,342
| -4% | -$3.33M | 1.73% | 1 |
|
|
2017
Q3 | $81.1M | Buy |
2,142,444
+575,062
| +37% | +$21.8M | 1.65% | 1 |
|
|
2017
Q2 | $55.9M | Buy |
1,567,382
+626,120
| +67% | +$22.3M | 1.03% | 7 |
|
|
2017
Q1 | $32.5M | Buy |
+941,262
| New | +$32.5M | 0.58% | 47 |
|