TD Private Client 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 | $108K | Buy |
2,410
+6
| +0.2% | +$269 | ﹤0.01% | 726 |
|
|
2025
Q1 | $98.5K | Sell |
2,404
-49
| -2% | -$2.01K | ﹤0.01% | 711 |
|
|
2024
Q4 | $107K | Sell |
2,453
-124
| -5% | -$5.43K | ﹤0.01% | 703 |
|
|
2024
Q3 | $106K | Sell |
2,577
-9,711
| -79% | -$399K | ﹤0.01% | 701 |
|
|
2024
Q2 | $443K | Sell |
12,288
-631
| -5% | -$22.7K | 0.01% | 453 |
|
|
2024
Q1 | $469K | Buy |
12,919
+1,220
| +10% | +$44.3K | 0.02% | 457 |
|
|
2023
Q4 | $388K | Buy |
11,699
+25
| +0.2% | +$829 | 0.01% | 471 |
|
|
2023
Q3 | $313K | Sell |
11,674
-175
| -1% | -$4.69K | 0.01% | 474 |
|
|
2023
Q2 | $309K | Sell |
11,849
-58
| -0.5% | -$1.51K | 0.01% | 491 |
|
|
2023
Q1 | $362K | Buy |
11,907
+2,526
| +27% | +$76.7K | 0.02% | 468 |
|
|
2022
Q4 | $369K | Buy |
9,381
+7,105
| +312% | +$280K | 0.02% | 463 |
|
|
2022
Q3 | $78.2K | Sell |
2,276
-116
| -5% | -$3.99K | ﹤0.01% | 653 |
|
|
2022
Q2 | $85.4K | Sell |
2,392
-504
| -17% | -$18K | ﹤0.01% | 635 |
|
|
2022
Q1 | $131K | Buy |
2,896
+44
| +2% | +$2K | 0.01% | 603 |
|
|
2021
Q4 | $135K | Sell |
2,852
-127
| -4% | -$6K | 0.01% | 602 |
|
|
2021
Q3 | $140K | Buy |
2,979
+65
| +2% | +$3.05K | 0.01% | 579 |
|
|
2021
Q2 | $134K | Sell |
2,914
-3
| -0.1% | -$138 | 0.01% | 573 |
|
|
2021
Q1 | $129K | Sell |
2,917
-25,036
| -90% | -$1.11M | 0.01% | 563 |
|
|
2020
Q4 | $1,000K | Sell |
27,953
-1,406
| -5% | -$50.3K | 0.05% | 299 |
|
|
2020
Q3 | $742K | Sell |
29,359
-1,023
| -3% | -$25.9K | 0.04% | 320 |
|
|
2020
Q2 | $767K | Buy |
30,382
+25,822
| +566% | +$652K | 0.04% | 314 |
|
|
2020
Q1 | $85.8K | Sell |
4,560
-42,455
| -90% | -$799K | 0.01% | 513 |
|
|
2019
Q4 | $1.91M | Buy |
+47,015
| New | +$1.91M | 0.11% | 185 |
|