Valley National Advisers’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 | $27K | Buy |
608
+3
| +0.5% | +$133 | ﹤0.01% | 448 |
|
2025
Q1 | $24K | Hold |
605
| – | – | ﹤0.01% | 461 |
|
2024
Q4 | $26K | Hold |
605
| – | – | ﹤0.01% | 428 |
|
2024
Q3 | $24K | Sell |
605
-90
| -13% | -$3.57K | ﹤0.01% | 426 |
|
2024
Q2 | $25K | Sell |
695
-40
| -5% | -$1.44K | ﹤0.01% | 480 |
|
2024
Q1 | $26K | Buy |
735
+65
| +10% | +$2.3K | ﹤0.01% | 486 |
|
2023
Q4 | $22K | Buy |
670
+70
| +12% | +$2.3K | ﹤0.01% | 521 |
|
2023
Q3 | $16K | Sell |
600
-11
| -2% | -$293 | ﹤0.01% | 529 |
|
2023
Q2 | $16K | Hold |
611
| – | – | ﹤0.01% | 532 |
|
2023
Q1 | $17K | Buy |
611
+600
| +5,455% | +$16.7K | ﹤0.01% | 517 |
|
2022
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 860 |
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 921 |
|