Wealth Enhancement Advisory Services’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $4.28M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.05M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.84M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.4M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.01M | Buy |
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