Transamerica Financial 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 | $198 | Hold |
5
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 430 |
|
|
2024
Q3 | $1K | Sell |
5
-24
| -83% | -$4.8K | ﹤0.01% | 436 |
|
|
2024
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $2K | Sell |
29
-2
| -6% | -$138 | ﹤0.01% | 407 |
|
|
2023
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $1K | Sell |
31
-19
| -38% | -$613 | ﹤0.01% | 433 |
|
|
2023
Q2 | $2K | Sell |
50
-22,032
| -100% | -$881K | ﹤0.01% | 358 |
|
|
2023
Q1 | $671K | Buy |
22,082
+11,630
| +111% | +$353K | 0.09% | 154 |
|
|
2022
Q4 | $412K | Sell |
10,452
-209
| -2% | -$8.24K | 0.06% | 178 |
|
|
2022
Q3 | $367K | Buy |
+10,661
| New | +$367K | 0.05% | 180 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$1K | – | 422 |
|
|
2016
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 304 |
|