A detailed history of Bergan Kdv Wealth Management, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 50 shares of CFG stock, worth $2,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$2,200
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023

SELL
$34.22 - $42.36 $22,379 - $27,703
-654 Reduced 92.9%
50 $1,000
Q3 2022

Oct 24, 2022

SELL
$20.77 - $39.13 $29,078 - $54,782
-1,400 Reduced 66.54%
704 $24,000
Q1 2022

May 09, 2022

SELL
$45.33 - $56.35 $9,383 - $11,664
-207 Reduced 8.96%
2,104 $95,000
Q4 2021

Jan 28, 2022

BUY
$44.49 - $51.04 $100,591 - $115,401
2,261 Added 4522.0%
2,311 $109,000
Q2 2020

Aug 13, 2020

BUY
$16.94 - $30.41 $271 - $486
16 Added 47.06%
50 $1,000
Q4 2018

Feb 01, 2019

BUY
$27.94 - $39.23 $949 - $1,333
34 New
34 $1,000

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 $21.8B
  • 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
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.