Forvis Wealth Advisors, LLC Citizens Financial Group Inc Transaction History

Forvis Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 10, 2020	SELL	$15.32 - $40.87 $198,761 - $530,247	-12,974 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$32.58 - $40.75 $2,867 - $3,586	88 Added 0.68%	12,974 $527,000
Q3 2019 Oct 29, 2019	BUY	$31.42 - $37.68 $1,790 - $2,147	57 Added 0.44%	12,886 $456,000
Q2 2019 Jul 10, 2019	SELL	$32.58 - $36.8 $20,623 - $23,294	-633 Reduced 4.7%	12,829 $454,000
Q1 2019 Apr 10, 2019	BUY	$30.37 - $37.66 $971 - $1,205	32 Added 0.24%	13,462 $438,000
Q4 2018 Jan 15, 2019	BUY	$27.94 - $39.23 $83,540 - $117,297	2,990 Added 28.64%	13,430 $399,000
Q3 2018 Oct 09, 2018	SELL	$38.57 - $41.5 $23,257 - $25,024	-603 Reduced 5.46%	10,440 $403,000
Q2 2018 Jul 13, 2018	SELL	$38.9 - $43.24 $194 - $216	-5 Reduced 0.05%	11,043 $430,000
Q1 2018 May 25, 2018	SELL	$41.27 - $47.87 $3,260 - $3,781	-79 Reduced 0.71%	11,048 $464,000
Q1 2018 Apr 20, 2018	SELL	$41.27 - $47.87 $65,536 - $76,017	-1,588 Reduced 12.49%	11,127 $457,000
Q4 2017 Jan 18, 2018	BUY	$36.57 - $42.63 $64,728 - $75,455	1,770 Added 16.17%	12,715 $534,000
Q3 2017 Oct 13, 2017	BUY	$32.08 - $37.87 $351,115 - $414,487	10,945	10,945 $414,000

872

417M

3.82M

2.64M

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...

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

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.