Wealthfront Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Sell |
192,794
-1,979
| -1% | -$122K | 0.03% | 238 |
|
|
2025
Q4 | $11.4M | Sell |
194,773
-2,675
| -1% | -$144K | 0.03% | 233 |
|
|
2025
Q3 | $10.5M | Sell |
197,448
-2,031
| -1% | -$101K | 0.02% | 232 |
|
|
2025
Q2 | $8.93M | Buy |
199,479
+11,868
| +6% | +$467K | 0.02% | 240 |
|
|
2025
Q1 | $7.69M | Sell |
187,611
-27,372
| -13% | -$1.22M | 0.02% | 254 |
|
|
2024
Q4 | $9.41M | Sell |
214,983
-22,504
| -9% | -$995K | 0.03% | 194 |
|
|
2024
Q3 | $9.75M | Buy |
237,487
+72,382
| +44% | +$2.92M | 0.03% | 169 |
|
|
2024
Q2 | $5.95M | Buy |
165,105
+18,588
| +13% | +$648K | 0.02% | 231 |
|
|
2024
Q1 | $5.32M | Buy |
146,517
+10,446
| +8% | +$343K | 0.02% | 254 |
|
|
2023
Q4 | $4.51M | Buy |
136,071
+1,271
| +0.9% | +$35K | 0.02% | 267 |
|
|
2023
Q3 | $3.61M | Buy |
134,800
+48,776
| +57% | +$1.39M | 0.02% | 282 |
|
|
2023
Q2 | $2.24M | Sell |
86,024
-48,198
| -36% | -$1.33M | 0.01% | 395 |
|
|
2023
Q1 | $4.08M | Buy |
134,222
+11,755
| +10% | +$460K | 0.02% | 244 |
|
|
2022
Q4 | $4.82M | Buy |
122,467
+8,103
| +7% | +$316K | 0.02% | 205 |
|
|
2022
Q3 | $3.93M | Sell |
114,364
-3,772
| -3% | -$140K | 0.02% | 222 |
|
|
2022
Q2 | $4.22M | Sell |
118,136
-55,756
| -32% | -$2.2M | 0.02% | 214 |
|
|
2022
Q1 | $7.88M | Sell |
173,892
-9,920
| -5% | -$510K | 0.03% | 136 |
|
|
2021
Q4 | $8.69M | Buy |
183,812
+5,483
| +3% | +$264K | 0.04% | 115 |
|
|
2021
Q3 | $8.38M | Buy |
178,329
+15,574
| +10% | +$684K | 0.04% | 104 |
|
|
2021
Q2 | $7.47M | Buy |
162,755
+11,654
| +8% | +$550K | 0.04% | 100 |
|
|
2021
Q1 | $6.67M | Buy |
151,101
+6,413
| +4% | +$267K | 0.04% | 99 |
|
|
2020
Q4 | $5.17M | Buy |
144,688
+6,991
| +5% | +$219K | 0.03% | 93 |
|
|
2020
Q3 | $3.48M | Buy |
137,697
+30,532
| +28% | +$774K | 0.02% | 108 |
|
|
2020
Q2 | $2.71M | Buy |
107,165
+46,300
| +76% | +$1.05M | 0.02% | 122 |
|
|
2020
Q1 | $1.15M | Buy |
60,865
+13,274
| +28% | +$433K | 0.01% | 253 |
|
|
2019
Q4 | $1.93M | Sell |
47,591
-25,600
| -35% | -$958K | 0.01% | 189 |
|
|
2019
Q3 | $2.59M | Buy |
73,191
+42,162
| +136% | +$1.47M | 0.02% | 129 |
|
|
2019
Q2 | $1.1M | Buy |
31,029
+1,610
| +5% | +$56.1K | 0.01% | 256 |
|
|
2019
Q1 | $956K | Sell |
29,419
-5,979
| -17% | -$207K | 0.01% | 267 |
|
|
2018
Q4 | $1.05M | Buy |
+35,398
| New | +$1.24M | 0.01% | 231 |
|
Other funds holding CFG
VCM
VPM
