Valley Wealth Managers’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 | $22.7M | Buy |
+508,371
| New | +$22.7M | 1.64% | 19 |
|
|
2025
Q1 | – | Sell |
-120
| Closed | -$5.25K | – | 384 |
|
|
2024
Q4 | $5.25K | Hold |
120
| – | – | ﹤0.01% | 314 |
|
|
2024
Q3 | $4.93K | Hold |
120
| – | – | ﹤0.01% | 319 |
|
|
2024
Q2 | $4.32K | Buy |
+120
| New | +$4.32K | ﹤0.01% | 311 |
|
|
2023
Q2 | – | Sell |
-332
| Closed | -$10.1K | – | 344 |
|
|
2023
Q1 | $10.1K | Buy |
+332
| New | +$10.1K | ﹤0.01% | 283 |
|