A detailed history of Avantax Advisory Services, Inc. transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 33,330 shares of CFG stock, worth $1.59 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,330
Previous 30,195 10.38%
Holding current value
$1.59 Million
Previous $1.09 Million 25.85%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$35.24 - $43.24 $110,477 - $135,557
3,135 Added 10.38%
33,330 $1.37 Million
Q2 2024

Aug 09, 2024

BUY
$32.41 - $37.16 $704,301 - $807,523
21,731 Added 256.75%
30,195 $1.09 Million
Q1 2024

May 08, 2024

SELL
$30.43 - $36.29 $13,206 - $15,749
-434 Reduced 4.88%
8,464 $307,000
Q4 2023

Feb 07, 2024

SELL
$22.87 - $33.64 $88,689 - $130,455
-3,878 Reduced 30.35%
8,898 $294,000
Q3 2023

Nov 07, 2023

BUY
$25.76 - $32.44 $61,669 - $77,661
2,394 Added 23.06%
12,776 $342,000
Q2 2023

Aug 11, 2023

BUY
$24.8 - $30.94 $41,242 - $51,453
1,663 Added 19.07%
10,382 $270,000
Q1 2023

Apr 28, 2023

BUY
$29.89 - $44.46 $62,619 - $93,143
2,095 Added 31.63%
8,719 $264,000
Q4 2022

Feb 13, 2023

BUY
$34.22 - $42.36 $15,056 - $18,638
440 Added 7.12%
6,624 $260,000
Q3 2022

Nov 01, 2022

BUY
$20.77 - $39.13 $128,441 - $241,979
6,184 New
6,184 $212,000

Others Institutions Holding CFG

About CITIZENS FINANCIAL GROUP INC


  • Ticker CFG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 495,844,000
  • Market Cap $23.6B
  • Description
  • Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, National Association that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, corporations, and institutions in the United States. The company operates in two segments, Consumer Banking and Co...
More about CFG
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