Triasima Portfolio Management’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 | – | Sell |
-10,004
| Closed | -$410K | – | 136 |
|
|
2025
Q1 | $410K | Hold |
10,004
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $438K | Hold |
10,004
| – | – | 0.08% | 120 |
|
|
2024
Q3 | $411K | Buy |
10,004
+656
| +7% | +$26.9K | 0.09% | 81 |
|
|
2024
Q2 | $337K | Buy |
9,348
+3,420
| +58% | +$123K | 0.03% | 122 |
|
|
2024
Q1 | $215K | Buy |
+5,928
| New | +$215K | 0.02% | 134 |
|