Valeo 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 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $158K | Buy |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $20K | Sell |
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|
2020
Q2 | $107K | Buy |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $147K | Buy |
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|
2019
Q3 | $127K | Buy |
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|
2019
Q2 | $114K | Sell |
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|
2019
Q1 | $134K | Buy |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $147K | Buy |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $143K | Buy |
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|
2017
Q4 | $132K | Buy |
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|
2017
Q3 | $52K | Buy |
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