Global Retirement Partners, LLC Citizens Financial Group Inc Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 3,597 shares of CFG stock, worth $182,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,597

Previous 2,696 33.42%

Holding current value

$182,979

Previous $120,000 59.17%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$46.1 - $53.65 $41,536 - $48,338	901 Added 33.42%	3,597 $191,000
Q2 2025 Aug 12, 2025	BUY	$34.27 - $44.75 $8,498 - $11,098	248 Added 10.13%	2,696 $120,000
Q4 2024 Jan 31, 2025	SELL	$39.92 - $48.46 $2,634 - $3,198	-66 Reduced 2.63%	2,448 $107,000
Q3 2024 Oct 16, 2024	BUY	$35.24 - $43.24 $563 - $691	16 Added 0.64%	2,514 $103,000
Q2 2024 Jul 23, 2024	BUY	$32.41 - $37.16 $10,241 - $11,742	316 Added 14.48%	2,498 $90,000
Q1 2024 Apr 23, 2024	SELL	$30.43 - $36.29 $6,268 - $7,475	-206 Reduced 8.63%	2,182 $79,000
Q4 2023 Jan 18, 2024	BUY	$22.87 - $33.64 $15,894 - $23,379	695 Added 41.05%	2,388 $79,000
Q3 2023 Oct 13, 2023	BUY	$25.76 - $32.44 $33,616 - $42,334	1,305 Added 336.34%	1,693 $45,000
Q2 2023 Jul 20, 2023	SELL	$24.8 - $30.94 $2,604 - $3,248	-105 Reduced 21.3%	388 $10,000
Q1 2023 May 05, 2023	SELL	$29.89 - $44.46 $1,046 - $1,556	-35 Reduced 6.63%	493 $14,000
Q4 2022 Feb 13, 2023	SELL	$34.22 - $42.36 $34 - $42	-1 Reduced 0.19%	528 $20,000
Q3 2022 Nov 03, 2022	SELL	$20.77 - $39.13 $4,029 - $7,591	-194 Reduced 26.83%	529 $22,000
Q2 2022 Jul 15, 2022	BUY	$35.04 - $44.32 $3,083 - $3,900	88 Added 13.86%	723 $26,000
Q1 2022 Jul 14, 2022	BUY	$45.33 - $56.35 $28,784 - $35,782	635 New	635 $25,000
Q4 2021 Jan 21, 2022	SELL	$44.49 - $51.04 $25,626 - $29,399	-576 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$41.2 - $47.99 $9,805 - $11,421	238 Added 70.41%	576 $27,000
Q2 2021 Jul 15, 2021	BUY	$42.71 - $50.74 $8,712 - $10,350	204 Added 152.24%	338 $16,000
Q4 2019 Jan 23, 2020	SELL	$32.58 - $40.75 $2,150 - $2,689	-66 Reduced 33.0%	134 $5,000
Q3 2019 Nov 19, 2019	BUY	$31.42 - $37.68 $2,073 - $2,486	66 Added 49.25%	200 $7,000
Q4 2018 Feb 22, 2019	SELL	$27.94 - $39.23 $8,633 - $12,122	-309 Reduced 69.75%	134 $4,000
Q3 2018 Oct 17, 2018	BUY	$38.57 - $41.5 $9,719 - $10,458	252 Added 131.94%	443 $17,000
Q2 2018 Aug 13, 2018	BUY	$38.9 - $43.24 $233 - $259	6 Added 3.24%	191 $7,000
Q1 2018 Aug 10, 2018	BUY	$41.27 - $47.87 $7,634 - $8,855	185 New	185 $8,000
Q1 2017 Aug 10, 2018	SELL	N/A	-300 Closed	0 $0
Q4 2016 Aug 10, 2018	BUY	N/A	300	300 $11,000

Others Institutions Holding CFG

# of Institutions

963

Shares Held

429M

Call Options Held

3.04M

Put Options Held

2.83M

View Full List

About CITIZENS FINANCIAL GROUP INC

Ticker CFG
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 495,844,000
Market Cap $25.2B
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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Global Retirement Partners, LLC Citizens Financial Group Inc Transaction History