My Legacy Advisors, LLC Citizens Financial Group Inc Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, My Legacy Advisors, LLC holds 22,581 shares of CFG stock, worth $983,628. This represents 0.37% of its overall portfolio holdings.

Number of Shares

22,581

Previous 27,061 16.56%

Holding current value

$983,628

Previous $975,000 4.92%

% of portfolio

0.37%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$35.24 - $43.24 $157,875 - $193,715	-4,480 Reduced 16.56%	22,581 $927,000
Q2 2024 Jul 24, 2024	BUY	$32.41 - $37.16 $34,678 - $39,761	1,070 Added 4.12%	27,061 $975,000
Q1 2024 Jul 25, 2024	SELL	$30.43 - $36.29 $760 - $907	-25 Reduced 0.09%	27,036 $981,000
Q4 2023 Jan 12, 2024	BUY	$22.87 - $33.64 $2,538 - $3,734	111 Added 0.43%	25,991 $861,000
Q3 2023 Oct 20, 2023	BUY	$25.76 - $32.44 $233,128 - $293,582	9,050 Added 53.77%	25,880 $693,000
Q2 2023 Jul 14, 2023	SELL	$24.8 - $30.94 $179,948 - $224,500	-7,256 Reduced 30.13%	16,830 $438,000
Q1 2023 Apr 11, 2023	BUY	$29.89 - $44.46 $57,089 - $84,918	1,910 Added 8.61%	24,086 $731,000
Q4 2022 Feb 07, 2023	BUY	$34.22 - $42.36 $94,105 - $116,490	2,750 Added 14.16%	22,176 $873,000
Q3 2022 Oct 17, 2022	BUY	$20.77 - $39.13 $45,652 - $86,007	2,198 Added 12.76%	19,426 $696,000
Q2 2022 Jul 12, 2022	BUY	$35.04 - $44.32 $1,822 - $2,304	52 Added 0.3%	17,228 $624,000
Q1 2022 Apr 07, 2022	BUY	$45.33 - $56.35 $778,588 - $967,867	17,176 New	17,176 $779,000

Others Institutions Holding CFG

# of Institutions

871

Shares Held

416M

Call Options Held

3.82M

Put Options Held

2.64M

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 $21.6B
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...

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My Legacy Advisors, LLC Citizens Financial Group Inc Transaction History