Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
CFG holding history
Citizens Financial Group Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CFG overviewAll 13F holders of CFGFull Q1 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −27,487−100.0% | Sold out | Holders |
| Q1 2023 | 27,487 | $834.8K | 0.1% | +1,093+4.1% | Added | Holders |
| Q4 2022 | 26,394 | $1.04M | 0.1% | −3,332−11.2% | Reduced | Holders |
| Q3 2022 | 29,726 | $1.02M | 0.1% | −3,582−10.8% | Reduced | Holders |
| Q2 2022 | 33,308 | $1.19M | 0.2% | −106,595−76.2% | Reduced | Holders |
| Q1 2022 | 139,903 | $6.34M | 0.7% | +37,979+37.3% | Added | Holders |
| Q4 2021 | 101,924 | $4.82M | 0.5% | +101,924 | New | Holders |