Venturi Wealth Management’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
Q1 | – | Sell |
-3,487
| Closed | -$153K | – | 780 |
|
|
2024
Q4 | $153K | Sell |
3,487
-589
| -14% | -$25.8K | 0.01% | 620 |
|
|
2024
Q3 | $167K | Buy |
4,076
+2,593
| +175% | +$106K | 0.01% | 460 |
|
|
2024
Q2 | $53.4K | Buy |
1,483
+974
| +191% | +$35.1K | ﹤0.01% | 649 |
|
|
2024
Q1 | $18.5K | Buy |
509
+144
| +39% | +$5.23K | ﹤0.01% | 761 |
|
|
2023
Q4 | $12.1K | Sell |
365
-58
| -14% | -$1.92K | ﹤0.01% | 830 |
|
|
2023
Q3 | $11.3K | Buy |
423
+142
| +51% | +$3.81K | ﹤0.01% | 778 |
|
|
2023
Q2 | $7.33K | Sell |
281
-169
| -38% | -$4.41K | ﹤0.01% | 693 |
|
|
2023
Q1 | $13.7K | Buy |
+450
| New | +$13.7K | ﹤0.01% | 668 |
|