Creative Planning Citizens Financial Group Inc Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Creative Planning holds 257,886 shares of CFG stock, worth $13.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
257,886
Previous 224,490 14.88%
Holding current value
$13.3 Million
Previous $10 Million 36.48%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$46.1 - $53.65 $1.54 Million - $1.79 Million
33,396 Added 14.88%
257,886 $13.7 Million
Q2 2025

Aug 08, 2025
BUY
$34.27 - $44.75 $371,315 - $484,866
10,835 Added 5.07%
224,490 $10 Million
Q1 2025

May 15, 2025
BUY
$39.73 - $48.36 $466,390 - $567,698
11,739 Added 5.81%
213,655 $8.75 Million
Q4 2024

Feb 14, 2025
SELL
$39.92 - $48.46 $261,875 - $317,897
-6,560 Reduced 3.15%
201,916 $8.84 Million
Q3 2024

Oct 11, 2024
BUY
$35.24 - $43.24 $79,113 - $97,073
2,245 Added 1.09%
208,476 $8.56 Million
Q2 2024

Aug 15, 2024
BUY
$32.41 - $37.16 $316,418 - $362,793
9,763 Added 4.97%
206,231 $7.43 Million
Q1 2024

May 10, 2024
BUY
$30.43 - $36.29 $113,290 - $135,107
3,723 Added 1.93%
196,468 $7.13 Million
Q4 2023

Feb 14, 2024
SELL
$22.87 - $33.64 $31,697 - $46,625
-1,386 Reduced 0.71%
192,745 $6.39 Million
Q3 2023

Nov 16, 2023
SELL
$25.76 - $32.44 $295,930 - $372,670
-11,488 Reduced 5.59%
194,131 $5.2 Million
Q2 2023

Jul 21, 2023
BUY
$24.8 - $30.94 $3.43 Million - $4.28 Million
138,385 Added 205.83%
205,619 $5.36 Million
Q1 2023

May 15, 2023
SELL
$29.89 - $44.46 $345,050 - $513,246
-11,544 Reduced 14.65%
67,234 $2.04 Million
Q4 2022

Feb 10, 2023
BUY
$34.22 - $42.36 $327,964 - $405,978
9,584 Added 13.85%
78,778 $3.1 Million
Q3 2022

Nov 03, 2022
BUY
$20.77 - $39.13 $477,232 - $899,090
22,977 Added 49.72%
69,194 $2.38 Million
Q2 2022

Aug 15, 2022
BUY
$35.04 - $44.32 $257,333 - $325,486
7,344 Added 18.89%
46,217 $1.65 Million
Q1 2022

May 16, 2022
BUY
$45.33 - $56.35 $448,495 - $557,526
9,894 Added 34.14%
38,873 $1.76 Million
Q4 2021

Feb 11, 2022
BUY
$44.49 - $51.04 $99,568 - $114,227
2,238 Added 8.37%
28,979 $1.37 Million
Q3 2021

Nov 10, 2021
BUY
$41.2 - $47.99 $304,385 - $354,550
7,388 Added 38.17%
26,741 $1.26 Million
Q2 2021

Aug 04, 2021
SELL
$42.71 - $50.74 $580,215 - $689,302
-13,585 Reduced 41.24%
19,353 $888,000
Q1 2021

Apr 30, 2021
BUY
$35.21 - $46.38 $401,217 - $528,500
11,395 Added 52.89%
32,938 $1.45 Million
Q4 2020

Jan 29, 2021
SELL
$25.43 - $36.0 $11,952 - $16,920
-470 Reduced 2.14%
21,543 $770,000
Q3 2020

Nov 05, 2020
SELL
$22.73 - $27.99 $285,966 - $352,142
-12,581 Reduced 36.37%
22,013 $556,000
Q2 2020

Jul 23, 2020
SELL
$16.94 - $30.41 $341,391 - $612,852
-20,153 Reduced 36.81%
34,594 $873,000
Q1 2020

May 05, 2020
BUY
$15.32 - $40.87 $461,055 - $1.23 Million
30,095 Added 122.08%
54,747 $1.03 Million
Q4 2019

Jan 30, 2020
BUY
$32.58 - $40.75 $18,831 - $23,553
578 Added 2.4%
24,652 $1 Million
Q3 2019

Nov 01, 2019
SELL
$31.42 - $37.68 $20,548 - $24,642
-654 Reduced 2.64%
24,074 $851,000
Q2 2019

Jul 26, 2019
BUY
$32.58 - $36.8 $22,480 - $25,391
690 Added 2.87%
24,728 $874,000
Q1 2019

Apr 24, 2019
BUY
$30.37 - $37.66 $38,630 - $47,903
1,272 Added 5.59%
24,038 $781,000
Q4 2018

Feb 01, 2019
BUY
$27.94 - $39.23 $252,521 - $354,560
9,038 Added 65.84%
22,766 $677,000
Q3 2018

Oct 25, 2018
SELL
$38.57 - $41.5 $11,956 - $12,865
-310 Reduced 2.21%
13,728 $529,000
Q2 2018

Jul 20, 2018
BUY
$38.9 - $43.24 $17,427 - $19,371
448 Added 3.3%
14,038 $546,000
Q1 2018

Apr 18, 2018
SELL
$41.27 - $47.87 $29,260 - $33,939
-709 Reduced 4.96%
13,590 $571,000
Q4 2017

Jan 17, 2018
BUY
$36.57 - $42.63 $20,369 - $23,744
557 Added 4.05%
14,299 $600,000
Q3 2017

Oct 17, 2017
BUY
$32.08 - $37.87 $440,843 - $520,409
13,742
13,742 $520,000

Others Institutions Holding CFG

# of Institutions
993
Shares Held
415M
Call Options Held
2.34M
Put Options Held
1.62M
View Full List

About CITIZENS FINANCIAL GROUP INC

CFG Quotes by TradingView
  • Ticker CFG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 495,844,000
  • Market Cap $25.6B
  • 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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