WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.5K | Buy |
382
+55
| +17% | +$3.38K | ﹤0.01% | 874 |
|
|
2025
Q4 | $20.3K | Sell |
327
-15
| -4% | -$806 | ﹤0.01% | 906 |
|
|
2025
Q3 | $18.4K | Buy |
342
+86
| +34% | +$4.28K | ﹤0.01% | 915 |
|
|
2025
Q2 | $11.5K | Hold |
256
| – | – | ﹤0.01% | 1120 |
|
|
2025
Q1 | $10.5K | Hold |
256
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q4 | $11.2K | Hold |
256
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q3 | $10.5K | Hold |
256
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q2 | $9.22K | Sell |
256
-1,758
| -87% | -$61.3K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $73.1K | Buy |
2,014
+1,758
| +687% | +$57.7K | ﹤0.01% | 618 |
|
|
2023
Q4 | $8.48K | Buy |
+256
| New | +$7.05K | ﹤0.01% | 960 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$2.71K | – | 1168 |
|
|
2022
Q4 | $2.71K | Sell |
69
-3,538
| -98% | -$138K | ﹤0.01% | 1066 |
|
|
2022
Q3 | $124K | Buy |
3,607
+3,587
| +17,935% | +$133K | 0.01% | 523 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$790 | ﹤0.01% | 1081 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 947 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 984 |
|
|
2019
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 991 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 992 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1001 |
|
|
2018
Q4 | $0 | Sell |
8
-53
| -87% | -$1.86K | ﹤0.01% | 1053 |
|
|
2018
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 918 |
|
|
2018
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 923 |
|
|
2018
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 945 |
|
|
2017
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 921 |
|
|
2017
Q3 | $2K | Buy |
+61
| New | +$2.13K | ﹤0.01% | 938 |
|
Other funds holding CFG
VCM
VPM
