UMB Bank’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 | $247K | Buy |
5,522
+2,195
| +66% | +$98.2K | ﹤0.01% | 549 |
|
|
2025
Q1 | $136K | Buy |
3,327
+144
| +5% | +$5.9K | ﹤0.01% | 667 |
|
|
2024
Q4 | $139K | Sell |
3,183
-3,839
| -55% | -$168K | ﹤0.01% | 629 |
|
|
2024
Q3 | $288K | Buy |
7,022
+119
| +2% | +$4.89K | ﹤0.01% | 509 |
|
|
2024
Q2 | $249K | Buy |
6,903
+1,122
| +19% | +$40.4K | ﹤0.01% | 521 |
|
|
2024
Q1 | $210K | Sell |
5,781
-200
| -3% | -$7.26K | ﹤0.01% | 565 |
|
|
2023
Q4 | $198K | Sell |
5,981
-327
| -5% | -$10.8K | ﹤0.01% | 582 |
|
|
2023
Q3 | $169K | Hold |
6,308
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $165K | Hold |
6,308
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $192K | Sell |
6,308
-49
| -0.8% | -$1.49K | ﹤0.01% | 577 |
|
|
2022
Q4 | $251K | Sell |
6,357
-1,813
| -22% | -$71.6K | ﹤0.01% | 533 |
|
|
2022
Q3 | $280K | Sell |
8,170
-8,557
| -51% | -$293K | ﹤0.01% | 523 |
|
|
2022
Q2 | $597K | Buy |
16,727
+3,410
| +26% | +$122K | 0.01% | 443 |
|
|
2022
Q1 | $604K | Sell |
13,317
-209
| -2% | -$9.48K | 0.01% | 450 |
|
|
2021
Q4 | $639K | Buy |
+13,526
| New | +$639K | 0.01% | 449 |
|
|
2016
Q4 | – | Sell |
-17,880
| Closed | -$442K | – | 337 |
|
|
2016
Q3 | $442K | Buy |
17,880
+1,825
| +11% | +$45.1K | 0.02% | 249 |
|
|
2016
Q2 | $321K | Buy |
16,055
+5,375
| +50% | +$107K | 0.01% | 275 |
|
|
2016
Q1 | $224K | Buy |
+10,680
| New | +$224K | 0.01% | 322 |
|