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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
23,300
+1,607
| +7% | +$98.8K | 0.01% | 651 |
|
|
2025
Q4 | $1.27M | Buy |
21,693
+2,210
| +11% | +$119K | 0.01% | 660 |
|
|
2025
Q3 | $1.04M | Buy |
19,483
+114
| +0.6% | +$5.67K | 0.01% | 631 |
|
|
2025
Q2 | $867K | Buy |
19,369
+2
| +0% | +$79 | 0.01% | 633 |
|
|
2025
Q1 | $793K | Sell |
19,367
-174
| -0.9% | -$7.76K | 0.01% | 618 |
|
|
2024
Q4 | $855K | Buy |
19,541
+515
| +3% | +$22.8K | 0.01% | 591 |
|
|
2024
Q3 | $781K | Buy |
19,026
+741
| +4% | +$29.9K | 0.01% | 602 |
|
|
2024
Q2 | $659K | Buy |
18,285
+1,234
| +7% | +$43K | 0.01% | 635 |
|
|
2024
Q1 | $619K | Sell |
17,051
-36,775
| -68% | -$1.21M | 0.01% | 683 |
|
|
2023
Q4 | $1.78M | Sell |
53,826
-67,082
| -55% | -$1.85M | 0.01% | 435 |
|
|
2023
Q3 | $3.24M | Sell |
120,908
-44,895
| -27% | -$1.28M | 0.02% | 353 |
|
|
2023
Q2 | $4.32M | Sell |
165,803
-12,691
| -7% | -$350K | 0.02% | 331 |
|
|
2023
Q1 | $5.42M | Buy |
178,494
+27,043
| +18% | +$1.06M | 0.03% | 310 |
|
|
2022
Q4 | $5.96M | Sell |
151,451
-14,616
| -9% | -$571K | 0.03% | 307 |
|
|
2022
Q3 | $5.71M | Sell |
166,067
-21,340
| -11% | -$789K | 0.03% | 310 |
|
|
2022
Q2 | $6.69M | Sell |
187,407
-20,365
| -10% | -$804K | 0.04% | 305 |
|
|
2022
Q1 | $9.42M | Buy |
207,772
+159,975
| +335% | +$8.22M | 0.05% | 285 |
|
|
2021
Q4 | $2.26M | Buy |
47,797
+8,643
| +22% | +$416K | 0.01% | 513 |
|
|
2021
Q3 | $1.84M | Buy |
39,154
+2,528
| +7% | +$111K | 0.01% | 547 |
|
|
2021
Q2 | $1.68M | Buy |
36,626
+1,949
| +6% | +$92K | 0.01% | 577 |
|
|
2021
Q1 | $1.53M | Buy |
+34,677
| New | +$1.44M | 0.01% | 564 |
|
|
2020
Q1 | – | Sell |
-9,267
| Closed | -$376K | – | 1223 |
|
|
2019
Q4 | $376K | Buy |
+9,267
| New | +$347K | ﹤0.01% | 1065 |
|
|
2019
Q3 | – | Sell |
-31,534
| Closed | -$1.11M | – | 1346 |
|
|
2019
Q2 | $1.11M | Buy |
31,534
+776
| +3% | +$27K | 0.01% | 778 |
|
|
2019
Q1 | $1M | Buy |
30,758
+3,693
| +14% | +$128K | 0.01% | 775 |
|
|
2018
Q4 | $805K | Sell |
27,065
-479
| -2% | -$16.8K | 0.01% | 774 |
|
|
2018
Q3 | $1.06M | Buy |
27,544
+654
| +2% | +$26.4K | 0.01% | 763 |
|
|
2018
Q2 | $1.05M | Sell |
26,890
-305
| -1% | -$12.7K | 0.01% | 754 |
|
|
2018
Q1 | $1.14M | Sell |
27,195
-446
| -2% | -$20K | 0.01% | 743 |
|
|
2017
Q4 | $1.16M | Buy |
27,641
+304
| +1% | +$11.9K | 0.01% | 746 |
|
|
2017
Q3 | $1.03M | Sell |
27,337
-196
| -0.7% | -$6.86K | 0.01% | 769 |
|
|
2017
Q2 | $982K | Sell |
27,533
-1,678
| -6% | -$59.5K | 0.01% | 771 |
|
|
2017
Q1 | $1.01M | Sell |
29,211
-3,966
| -12% | -$145K | 0.01% | 741 |
|
|
2016
Q4 | $1.18M | Buy |
33,177
+10,526
| +46% | +$319K | 0.01% | 701 |
|
|
2016
Q3 | $560K | Buy |
+22,651
| New | +$521K | 0.01% | 928 |
|
|
2016
Q2 | – | Sell |
-15,863
| Closed | -$332K | – | 1254 |
|
|
2016
Q1 | $332K | Buy |
+15,863
| New | +$336K | ﹤0.01% | 982 |
|
|
2015
Q3 | – | Sell |
-8,148
| Closed | -$223K | – | 1254 |
|
|
2015
Q2 | $223K | Buy |
+8,148
| New | +$216K | ﹤0.01% | 1152 |
|
Other funds holding CFG
VCM
VPM
