A detailed history of Centennial Wealth Advisory LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 9,397 shares of CFG stock, worth $331,150. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,397
Previous 9,717 3.29%
Holding current value
$331,150
Previous $322,000 5.9%
% of portfolio
0.16%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$30.43 - $36.29 $9,737 - $11,612
-320 Reduced 3.29%
9,397 $341,000
Q4 2023

Jan 17, 2024

SELL
$22.87 - $33.64 $18,227 - $26,811
-797 Reduced 7.58%
9,717 $322,000
Q3 2023

Oct 10, 2023

SELL
$25.76 - $32.44 $13,137 - $16,544
-510 Reduced 4.63%
10,514 $281,000
Q2 2023

Jul 17, 2023

BUY
$24.8 - $30.94 $86,031 - $107,330
3,469 Added 45.92%
11,024 $287,000
Q1 2023

Apr 13, 2023

SELL
$29.89 - $44.46 $10,909 - $16,227
-365 Reduced 4.61%
7,555 $229,000
Q4 2022

Jan 17, 2023

BUY
$34.22 - $42.36 $25,596 - $31,685
748 Added 10.43%
7,920 $0
Q3 2022

Oct 12, 2022

BUY
$20.77 - $39.13 $148,962 - $280,640
7,172 New
7,172 $246,000

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 $17.5B
  • 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 Centennial Wealth Advisory LLC Portfolio

Follow Centennial Wealth Advisory 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 Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.