Capital Advisors, Ltd. LLC Citizens Financial Group Inc Transaction History

Capital Advisors, Ltd. LLC

$885 Million
Q3 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 122 shares of CFG stock, worth $6,306. This represents 0.0% of its overall portfolio holdings.

Number of Shares

122

Previous 122 -0.0%

Holding current value

$6,306

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$34.27 - $44.75 $34 - $44	-1 Reduced 0.81%	122 $5,000
Q2 2024 Jul 25, 2024	SELL	$32.41 - $37.16 $162 - $185	-5 Reduced 3.91%	123 $4,000
Q1 2024 Apr 18, 2024	BUY	$30.43 - $36.29 $760 - $907	25 Added 24.27%	128 $5,000
Q4 2023 Feb 02, 2024	BUY	$22.87 - $33.64 $1,623 - $2,388	71 Added 221.88%	103 $3,000
Q2 2023 Jul 26, 2023	BUY	$24.8 - $30.94 $421 - $525	17 Added 113.33%	32 $1,000

Q1 2023 May 03, 2023	SELL	$29.89 - $44.46 $5,798 - $8,625	-194 Reduced 92.82%	15 $0
Q4 2022 Feb 07, 2023	BUY	$34.22 - $42.36 $6,399 - $7,921	187 Added 850.0%	209 $2,000
Q3 2022 Nov 09, 2022	SELL	$20.77 - $39.13 $145 - $273	-7 Reduced 24.14%	22 $1,000
Q2 2022 Aug 05, 2022	BUY	$35.04 - $44.32 $1,016 - $1,285	29 New	29 $1,000
Q1 2022 May 09, 2022	SELL	$45.33 - $56.35 $498 - $619	-11 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$44.49 - $51.04 $489 - $561	11 New	11 $1,000
Q3 2020 Nov 03, 2020	SELL	$22.73 - $27.99 $10,296 - $12,679	-453 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$16.94 - $30.41 $2,320 - $4,166	137 Added 43.35%	453 $99,000
Q1 2020 May 08, 2020	BUY	$15.32 - $40.87 $4,841 - $12,914	316 New	316 $6,000

Others Institutions Holding CFG

# of Institutions

989

Shares Held

415M

Call Options Held

2.31M

Put Options Held

1.6M

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 $25.6B
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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Capital Advisors, Ltd. LLC Citizens Financial Group Inc Transaction History