Concord Wealth Partners Citizens Financial Group Inc Transaction History

Concord Wealth Partners

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$32.41 - $37.16 $10,371 - $11,891	-320 Reduced 87.19%	47 $1,000
Q1 2024 Apr 30, 2024	BUY	$30.43 - $36.29 $3,803 - $4,536	125 Added 51.65%	367 $13,000
Q4 2023 Apr 30, 2024	SELL	$22.87 - $33.64 $6,723 - $9,890	-294 Reduced 54.85%	242 $8,000
Q4 2023 Feb 05, 2024	SELL	$22.87 - $33.64 $6,723 - $9,890	-294 Reduced 54.85%	242 $8,000
Q3 2023 Apr 30, 2024	BUY	$25.76 - $32.44 $7,573 - $9,537	294 Added 121.49%	536 $14,000
Q3 2023 Oct 25, 2023	BUY	$25.76 - $32.44 $772 - $973	30 Added 5.93%	536 $14,000
Q2 2023 Aug 07, 2023	BUY	$24.8 - $30.94 $3,000 - $3,743	121 Added 31.43%	506 $13,000
Q1 2023 Apr 26, 2023	SELL	$29.89 - $44.46 $3,616 - $5,379	-121 Reduced 23.91%	385 $11,000
Q4 2022 Jan 27, 2023	BUY	$34.22 - $42.36 $17,315 - $21,434	506 New	506 $19,000
Q2 2022 Aug 04, 2022	SELL	$35.04 - $44.32 $4,590 - $5,805	-131 Reduced 7.63%	1,586 $57,000
Q1 2022 Apr 20, 2022	SELL	$45.33 - $56.35 $3,671 - $4,564	-81 Reduced 4.51%	1,717 $78,000
Q4 2021 Jan 21, 2022	BUY	$44.49 - $51.04 $30,876 - $35,421	694 Added 62.86%	1,798 $85,000
Q3 2021 Nov 09, 2021	SELL	$41.2 - $47.99 $13,513 - $15,740	-328 Reduced 22.91%	1,104 $52,000
Q2 2021 Jul 29, 2021	BUY	$42.71 - $50.74 $12,129 - $14,410	284 Added 24.74%	1,432 $66,000
Q1 2021 May 13, 2021	BUY	$35.21 - $46.38 $39,681 - $52,270	1,127 Added 5366.67%	1,148 $51,000
Q4 2020 Feb 16, 2021	BUY	$25.43 - $36.0 $534 - $756	21 New	21 $1,000

869

416M

3.82M

2.64M

Ticker CFG
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 495,844,000
Market Cap $23.2B
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...

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