West Oak 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 | $179 | Hold |
400
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $164 | Hold |
400
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $175K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $164 | Hold |
400
| – | – | ﹤0.01% | 226 |
|
|
2024
Q2 | $14.4K | Hold |
400
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $15K | Hold |
400
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $13K | Hold |
400
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $11K | Hold |
400
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $10.4K | Hold |
400
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $12.1K | Buy |
+400
| New | +$12.1K | 0.01% | 238 |
|
|
2022
Q4 | – | Sell |
-400
| Closed | -$14K | – | 290 |
|
|
2022
Q3 | $14K | Sell |
400
-200
| -33% | -$7K | 0.01% | 215 |
|
|
2022
Q2 | $21K | Hold |
600
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $27K | Hold |
600
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $28K | Hold |
600
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $28K | Hold |
600
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $28K | Hold |
600
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $26K | Buy |
600
+200
| +50% | +$8.67K | 0.01% | 215 |
|
|
2020
Q4 | $14K | Buy |
+400
| New | +$14K | 0.01% | 239 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$14K | – | 288 |
|
|
2019
Q4 | $14K | Buy |
+350
| New | +$14K | 0.01% | 222 |
|