WestEnd Advisors’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 | $448 | Sell |
10
-3
| -23% | -$134 | ﹤0.01% | 288 |
|
|
2025
Q1 | $533 | Buy |
13
+9
| +225% | +$369 | ﹤0.01% | 272 |
|
|
2024
Q4 | $175 | Buy |
4
+1
| +33% | +$44 | ﹤0.01% | 271 |
|
|
2024
Q3 | $123 | Buy |
3
+1
| +50% | +$41 | ﹤0.01% | 345 |
|
|
2024
Q2 | $72 | Hold |
2
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $73 | Buy |
+2
| New | +$73 | ﹤0.01% | 336 |
|
|
2022
Q2 | – | Hold |
0
| – | -$226K | – | 324 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$236 | – | 221 |
|
|
2021
Q4 | $236 | Buy |
+5
| New | +$236 | ﹤0.01% | 244 |
|
|
2021
Q3 | – | Hold |
0
| – | -$229K | – | 222 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 234 |
|