Vest Financial’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 |
-56,508
| Closed | -$2.47M | – | 405 |
|
2024
Q4 | $2.47M | Buy |
56,508
+20,408
| +57% | +$893K | 0.04% | 152 |
|
2024
Q3 | $1.48M | Buy |
36,100
+4,394
| +14% | +$180K | 0.03% | 183 |
|
2024
Q2 | $1.14M | Buy |
31,706
+6,677
| +27% | +$241K | 0.03% | 143 |
|
2024
Q1 | $908K | Sell |
25,029
-354,433
| -93% | -$12.9M | 0.02% | 144 |
|
2023
Q4 | $12.6M | Buy |
379,462
+50,560
| +15% | +$1.68M | 0.47% | 109 |
|
2023
Q3 | $8.81M | Buy |
328,902
+137,303
| +72% | +$3.68M | 0.48% | 97 |
|
2023
Q2 | $5M | Buy |
191,599
+147,894
| +338% | +$3.86M | 0.47% | 107 |
|
2023
Q1 | $1.33M | Buy |
43,705
+33,807
| +342% | +$1.03M | 0.18% | 109 |
|
2022
Q4 | $390K | Buy |
+9,898
| New | +$390K | 0.06% | 79 |
|