A detailed history of Ever Source Wealth Advisors, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,269 shares of CFG stock, worth $146,255. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,269
Previous 3,773 13.36%
Holding current value
$146,255
Previous $135,000 0.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$35.24 - $43.24 $17,760 - $21,792
-504 Reduced 13.36%
3,269 $134,000
Q2 2024

Aug 13, 2024

SELL
$32.41 - $37.16 $21,617 - $24,785
-667 Reduced 15.02%
3,773 $135,000
Q1 2024

Jun 11, 2024

SELL
$30.43 - $36.29 $10,711 - $12,774
-352 Reduced 7.35%
4,440 $161,000
Q4 2023

Feb 09, 2024

BUY
$22.87 - $33.64 $19,370 - $28,493
847 Added 21.47%
4,792 $158,000
Q3 2023

Nov 03, 2023

BUY
$25.76 - $32.44 $5,074 - $6,390
197 Added 5.26%
3,945 $105,000
Q2 2023

Aug 04, 2023

BUY
$24.8 - $30.94 $20,906 - $26,082
843 Added 29.02%
3,748 $97,000
Q1 2023

May 11, 2023

SELL
$29.89 - $44.46 $23,732 - $35,301
-794 Reduced 21.47%
2,905 $88,000
Q4 2022

Feb 09, 2023

BUY
$34.22 - $42.36 $39,387 - $48,756
1,151 Added 45.17%
3,699 $145,000
Q3 2022

Nov 07, 2022

BUY
$20.77 - $39.13 $7,020 - $13,225
338 Added 15.29%
2,548 $88,000
Q2 2022

Aug 01, 2022

BUY
$35.04 - $44.32 $5,045 - $6,382
144 Added 6.97%
2,210 $78,000
Q1 2022

May 25, 2022

BUY
$45.33 - $56.35 $87,985 - $109,375
1,941 Added 1552.8%
2,066 $93,000
Q4 2021

Feb 07, 2022

BUY
$44.49 - $51.04 $5,561 - $6,380
125 New
125 $6,000

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 $22.2B
  • 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...
More about CFG
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