Citizens Financial shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Citizens Financial
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Quarterly reported holdings in Citizens Financial by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $410k | 5.9k | 70.07 |
| 2024-12-31 | $4.8k | 109 | 43.76 |
| 2024-09-30 | $3.7k | 90 | 41.07 |
| 2023-12-31 | $1.3k | 38 | 33.13 |
| 2023-06-30 | $7.5k | 287 | 26.08 |
| 2023-03-31 | $8.7k | 287 | 30.37 |
| 2022-12-31 | $11k | 287 | 39.37 |
| 2022-09-30 | $10k | 287 | 34.84 |
| 2022-06-30 | $10k | 287 | 34.84 |
| 2022-03-31 | $13k | 287 | 45.30 |
| 2021-12-31 | $14k | 287 | 48.78 |
| 2021-09-30 | $14k | 287 | 46.98 |
| 2021-06-30 | $13k | 287 | 45.87 |
| 2021-03-31 | $13k | 287 | 44.15 |
| 2020-12-31 | $10k | 287 | 34.84 |
| 2020-09-30 | $7.3k | 287 | 25.28 |
| 2020-06-30 | $7.0k | 4.7k | 1.49 |
| 2020-03-31 | $5.4k | 287 | 18.81 |
| 2019-12-31 | $55k | 1.3k | 40.61 |
| 2019-09-30 | $55k | 1.6k | 35.37 |
| 2019-06-30 | $55k | 1.6k | 35.36 |
| 2019-03-31 | $51k | 1.6k | 32.50 |
| 2018-12-31 | $46k | 1.6k | 29.58 |
| 2018-09-30 | $59k | 1.6k | 37.94 |