Wealth Enhancement Advisory Services’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
213,029
-41,029
| -16% | -$1.96M | 0.02% | 622 |
|
|
2025
Q1 | $10.4M | Sell |
254,058
-4,565
| -2% | -$187K | 0.02% | 565 |
|
|
2024
Q4 | $11.3M | Buy |
258,623
+154,404
| +148% | +$6.76M | 0.02% | 522 |
|
|
2024
Q3 | $4.28M | Buy |
104,219
+27,152
| +35% | +$1.12M | 0.01% | 774 |
|
|
2024
Q2 | $2.78M | Buy |
77,067
+3,295
| +4% | +$119K | 0.01% | 876 |
|
|
2024
Q1 | $2.68M | Sell |
73,772
-158
| -0.2% | -$5.73K | 0.01% | 847 |
|
|
2023
Q4 | $2.45M | Sell |
73,930
-2,622
| -3% | -$86.9K | 0.01% | 842 |
|
|
2023
Q3 | $2.05M | Buy |
+76,552
| New | +$2.05M | 0.01% | 851 |
|
|
2021
Q3 | – | Sell |
-107,919
| Closed | -$4.84M | – | 293 |
|
|
2021
Q2 | $4.84M | Buy |
+107,919
| New | +$4.84M | 0.08% | 102 |
|
|
2020
Q1 | – | Sell |
-59,179
| Closed | -$2.4M | – | 225 |
|
|
2019
Q4 | $2.4M | Buy |
+59,179
| New | +$2.4M | 0.08% | 97 |
|
|
2019
Q2 | – | Sell |
-36,819
| Closed | -$1.33M | – | 210 |
|
|
2019
Q1 | $1.33M | Sell |
36,819
-3,948
| -10% | -$143K | 0.08% | 109 |
|
|
2018
Q4 | $1.44M | Buy |
+40,767
| New | +$1.44M | 0.09% | 82 |
|
|
2018
Q2 | – | Sell |
-69,615
| Closed | -$3.01M | – | 166 |
|
|
2018
Q1 | $3.01M | Buy |
+69,615
| New | +$3.01M | 0.2% | 49 |
|