Wedmont Private Capital’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 | $576K | Buy |
12,167
+1,661
| +16% | +$78.7K | 0.02% | 391 |
|
|
2025
Q1 | $366K | Sell |
10,506
-1,931
| -16% | -$67.2K | 0.02% | 462 |
|
|
2024
Q4 | $539K | Buy |
12,437
+1,829
| +17% | +$79.2K | 0.03% | 356 |
|
|
2024
Q3 | $437K | Buy |
10,608
+1,125
| +12% | +$46.3K | 0.02% | 402 |
|
|
2024
Q2 | $362K | Buy |
9,483
+2,536
| +37% | +$96.9K | 0.02% | 434 |
|
|
2024
Q1 | $243K | Buy |
6,947
+823
| +13% | +$28.8K | 0.02% | 506 |
|
|
2023
Q4 | $206K | Buy |
+6,124
| New | +$206K | 0.02% | 528 |
|
|
2023
Q1 | – | Sell |
-4,976
| Closed | -$207K | – | 471 |
|
|
2022
Q4 | $207K | Buy |
+4,976
| New | +$207K | 0.03% | 423 |
|