A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 104,219 shares of CFG stock, worth $4.59 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
104,219
Previous 77,067 35.23%
Holding current value
$4.59 Million
Previous $2.78 Million 54.18%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$35.24 - $43.24 $956,836 - $1.17 Million
27,152 Added 35.23%
104,219 $4.28 Million
Q2 2024

Jul 16, 2024

BUY
$32.41 - $37.16 $106,790 - $122,442
3,295 Added 4.47%
77,067 $2.78 Million
Q1 2024

Apr 15, 2024

SELL
$30.43 - $36.29 $4,807 - $5,733
-158 Reduced 0.21%
73,772 $2.68 Million
Q4 2023

Jan 30, 2024

SELL
$22.87 - $33.64 $59,965 - $88,204
-2,622 Reduced 3.43%
73,930 $2.45 Million
Q3 2023

Nov 13, 2023

BUY
$25.76 - $32.44 $1.97 Million - $2.48 Million
76,552 New
76,552 $2.05 Million
Q3 2021

Nov 03, 2021

SELL
$41.2 - $47.99 $4.45 Million - $5.18 Million
-107,919 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$42.71 - $50.74 $4.29 Million - $5.1 Million
100,484 Added 1351.5%
107,919 $4.84 Million
Q2 2020

Aug 10, 2020

BUY
$16.94 - $30.41 $125,948 - $226,098
7,435 New
7,435 $3.52 Million
Q1 2020

May 01, 2020

SELL
$15.32 - $40.87 $906,622 - $2.42 Million
-59,179 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$32.58 - $40.75 $1.93 Million - $2.41 Million
59,179 New
59,179 $2.4 Million
Q2 2019

Aug 02, 2019

SELL
$32.58 - $36.8 $1.2 Million - $1.35 Million
-36,819 Closed
0 $0
Q1 2019

Apr 30, 2019

SELL
$30.37 - $37.66 $119,900 - $148,681
-3,948 Reduced 9.68%
36,819 $1.33 Million
Q4 2018

Feb 04, 2019

BUY
$27.94 - $39.23 $1.14 Million - $1.6 Million
40,767 New
40,767 $1.44 Million
Q2 2018

Jul 30, 2018

SELL
$38.9 - $43.24 $2.71 Million - $3.01 Million
-69,615 Closed
0 $0
Q1 2018

Apr 26, 2018

BUY
$41.27 - $47.87 $2.87 Million - $3.33 Million
69,615 New
69,615 $3.01 Million

Others Institutions Holding CFG

About CITIZENS FINANCIAL GROUP INC


  • Ticker CFG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 495,844,000
  • Market Cap $21.8B
  • 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...
More about CFG
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