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