TAM
Trust Asset Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
5,138
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $211K | Sell |
5,138
-751
| -13% | -$30.8K | 0.02% | 210 |
|
|
2024
Q4 | $258K | Hold |
5,889
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $242K | Hold |
5,889
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $212K | Hold |
5,889
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $214K | Buy |
+5,889
| New | +$214K | 0.02% | 214 |
|
|
2023
Q1 | – | Sell |
-5,561
| Closed | -$219K | – | 205 |
|
|
2022
Q4 | $219K | Buy |
+5,561
| New | +$219K | 0.03% | 186 |
|