United Capital Financial Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
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|
2025
Q1 | $793K | Sell |
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|
2024
Q4 | $855K | Buy |
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|
2024
Q3 | $781K | Buy |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $3.24M | Sell |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $5.42M | Buy |
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|
2022
Q4 | $5.96M | Sell |
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|
2022
Q3 | $5.71M | Sell |
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|
2022
Q2 | $6.69M | Sell |
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|
2022
Q1 | $9.42M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $805K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.16M | Buy |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $982K | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $560K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $332K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $223K | Buy |
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