Citizens Financial shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Citizens Financial
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All positions including Citizens Financial held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citizens Financial by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36k | 680 | 53.16 |
| 2025-06-30 | $30k | 680 | 44.75 |
| 2025-03-31 | $164 | 4 | 41.00 |
| 2024-03-31 | $13k | 370 | 36.29 |
| 2023-12-31 | $18k | 530 | 33.14 |
| 2022-03-31 | $7.0k | 163 | 42.94 |