Spire Wealth Management Citizens Financial Group Inc Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Spire Wealth Management holds 736 shares of CFG stock, worth $35,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

736

Previous 681 8.08%

Holding current value

$35,615

Previous $27,000 18.52%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$34.27 - $44.75 $1,884 - $2,461	55 Added 8.08%	736 $32,000
Q1 2025 Apr 23, 2025	SELL	$39.73 - $48.36 $1,589 - $1,934	-40 Reduced 5.55%	681 $27,000
Q4 2024 Jan 24, 2025	BUY	$39.92 - $48.46 $1,596 - $1,938	40 Added 5.87%	721 $31,000
Q3 2024 Oct 15, 2024	SELL	$35.24 - $43.24 $2,466 - $3,026	-70 Reduced 9.32%	681 $27,000
Q2 2024 Jul 31, 2024	BUY	$32.41 - $37.16 $3,954 - $4,533	122 Added 19.4%	751 $27,000
Q1 2024 Apr 24, 2024	BUY	$30.43 - $36.29 $152 - $181	5 Added 0.8%	629 $22,000
Q4 2023 Feb 06, 2024	BUY	$22.87 - $33.64 $457 - $672	20 Added 3.31%	624 $20,000
Q3 2023 Nov 08, 2023	BUY	$25.76 - $32.44 $644 - $811	25 Added 4.32%	604 $16,000
Q2 2023 Aug 09, 2023	SELL	$24.8 - $30.94 $12,176 - $15,191	-491 Reduced 45.89%	579 $15,000
Q1 2023 May 09, 2023	BUY	$29.89 - $44.46 $1,972 - $2,934	66 Added 6.57%	1,070 $32,000
Q4 2022 Feb 03, 2023	BUY	$34.22 - $42.36 $5,098 - $6,311	149 Added 17.43%	1,004 $40,000
Q3 2022 Nov 07, 2022	SELL	$20.77 - $39.13 $3,863 - $7,278	-186 Reduced 17.87%	855 $29,000
Q2 2022 Jul 22, 2022	SELL	$35.04 - $44.32 $15,487 - $19,589	-442 Reduced 29.8%	1,041 $37,000
Q1 2022 Apr 18, 2022	BUY	$45.33 - $56.35 $13,145 - $16,341	290 Added 24.31%	1,483 $67,000
Q4 2021 Jan 14, 2022	BUY	$44.49 - $51.04 $26,293 - $30,164	591 Added 98.17%	1,193 $56,000
Q3 2021 Oct 22, 2021	BUY	$41.2 - $47.99 $14,832 - $17,276	360 Added 148.76%	602 $28,000
Q2 2021 Jul 26, 2021	SELL	$42.71 - $50.74 $2,818 - $3,348	-66 Reduced 21.43%	242 $11,000
Q1 2021 May 21, 2021	BUY	$35.21 - $46.38 $10,844 - $14,285	308 New	308 $14,000

Others Institutions Holding CFG

# of Institutions

938

Shares Held

421M

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 $24B
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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Spire Wealth Management Citizens Financial Group Inc Transaction History