Wealthspire Advisors (New York)’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
Q2 | $518K | Buy |
11,570
+257
| +2% | +$11.5K | ﹤0.01% | 532 |
|
|
2025
Q1 | $463K | Sell |
11,313
-309
| -3% | -$12.7K | ﹤0.01% | 530 |
|
|
2024
Q4 | $509K | Buy |
11,622
+1,001
| +9% | +$43.8K | 0.01% | 510 |
|
|
2024
Q3 | $436K | Buy |
10,621
+205
| +2% | +$8.42K | ﹤0.01% | 524 |
|
|
2024
Q2 | $375K | Sell |
10,416
-451
| -4% | -$16.2K | ﹤0.01% | 486 |
|
|
2024
Q1 | $394K | Sell |
10,867
-204
| -2% | -$7.4K | 0.01% | 467 |
|
|
2023
Q4 | $367K | Buy |
11,071
+439
| +4% | +$14.5K | 0.01% | 473 |
|
|
2023
Q3 | $285K | Buy |
10,632
+573
| +6% | +$15.4K | ﹤0.01% | 497 |
|
|
2023
Q2 | $262K | Buy |
10,059
+116
| +1% | +$3.03K | ﹤0.01% | 478 |
|
|
2023
Q1 | $302K | Sell |
9,943
-281
| -3% | -$8.53K | 0.01% | 441 |
|
|
2022
Q4 | $403K | Buy |
10,224
+1,651
| +19% | +$65K | 0.01% | 406 |
|
|
2022
Q3 | $295K | Buy |
8,573
+86
| +1% | +$2.96K | 0.01% | 418 |
|
|
2022
Q2 | $303K | Buy |
8,487
+371
| +5% | +$13.2K | 0.01% | 397 |
|
|
2022
Q1 | $368K | Sell |
8,116
-10,438
| -56% | -$473K | 0.01% | 322 |
|
|
2021
Q4 | $877K | Buy |
18,554
+4,341
| +31% | +$205K | 0.02% | 247 |
|
|
2021
Q3 | $668K | Buy |
14,213
+5,690
| +67% | +$267K | 0.01% | 306 |
|
|
2021
Q2 | $391K | Sell |
8,523
-11,249
| -57% | -$516K | 0.01% | 255 |
|
|
2021
Q1 | $873K | Buy |
19,772
+897
| +5% | +$39.6K | 0.02% | 284 |
|
|
2020
Q4 | $675K | Buy |
+18,875
| New | +$675K | 0.02% | 258 |
|
|
2020
Q2 | – | Sell |
-17,602
| Closed | -$331K | – | 311 |
|
|
2020
Q1 | $331K | Buy |
+17,602
| New | +$331K | 0.01% | 360 |
|
|
2019
Q1 | – | Sell |
-335
| Closed | -$10K | – | 175 |
|
|
2018
Q4 | $10K | Buy |
+335
| New | +$10K | ﹤0.01% | 494 |
|