Trivium Point Advisory’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 | $1.4M | Sell |
31,231
-3,228
| -9% | -$144K | 0.15% | 145 |
|
|
2025
Q1 | $1.41M | Sell |
34,459
-2,956
| -8% | -$121K | 0.18% | 137 |
|
|
2024
Q4 | $1.64M | Sell |
37,415
-1,461
| -4% | -$63.9K | 0.21% | 122 |
|
|
2024
Q3 | $1.8M | Sell |
38,876
-2,512
| -6% | -$117K | 0.25% | 113 |
|
|
2024
Q2 | $1.49M | Sell |
41,388
-2,055
| -5% | -$74K | 0.22% | 119 |
|
|
2024
Q1 | $1.58M | Sell |
43,443
-5,966
| -12% | -$217K | 0.34% | 85 |
|
|
2023
Q4 | $1.64M | Buy |
49,409
+6,935
| +16% | +$230K | 0.4% | 78 |
|
|
2023
Q3 | $1.08M | Buy |
42,474
+5,816
| +16% | +$148K | 0.3% | 104 |
|
|
2023
Q2 | $956K | Sell |
36,658
-18,380
| -33% | -$479K | 0.26% | 114 |
|
|
2023
Q1 | $1.67M | Buy |
55,038
+1,998
| +4% | +$60.7K | 0.45% | 73 |
|
|
2022
Q4 | $2.21M | Buy |
53,040
+1,320
| +3% | +$55K | 0.64% | 52 |
|
|
2022
Q3 | $1.83M | Buy |
51,720
+985
| +2% | +$34.9K | 0.57% | 57 |
|
|
2022
Q2 | $1.85M | Buy |
50,735
+15,210
| +43% | +$554K | 0.55% | 57 |
|
|
2022
Q1 | $1.5M | Buy |
35,525
+7,185
| +25% | +$302K | 0.33% | 100 |
|
|
2021
Q4 | $1.34M | Buy |
28,340
+10
| +0% | +$472 | 0.28% | 104 |
|
|
2021
Q3 | $1.38M | Buy |
28,330
+7,310
| +35% | +$356K | 0.33% | 99 |
|
|
2021
Q2 | $964K | Buy |
21,020
+3,720
| +22% | +$171K | 0.24% | 124 |
|
|
2021
Q1 | $764K | Buy |
+17,300
| New | +$764K | 0.21% | 129 |
|