West Oak Capital’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
Q3 | – | Sell |
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|
2025
Q2 | $179 | Hold |
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|
2025
Q1 | $164 | Hold |
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|
2024
Q4 | $175K | Hold |
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|
2024
Q3 | $164 | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $15K | Hold |
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|
2023
Q4 | $13K | Hold |
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|
2023
Q3 | $11K | Hold |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $12.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14K | Buy |
|