My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- Latest filing
- Jul 11, 2025
CFG holding history
Citizens Financial Group Inc in every 13F filed by My Legacy Advisors, 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 Q2 2025 holdings
- Shares (Q2 2025)
- 23,983
- Value
- $1.15M
- % of portfolio
- 0.4%
- Quarters held
- 14
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 23,983 | $1.15M | 0.4% | −205−0.8% | Reduced | Holders |
| Q1 2025 | 24,188 | $991.0K | 0.4% | +1,378+6.0% | Added | Holders |
| Q4 2024 | 22,810 | $1.07M | 0.4% | +229+1.0% | Added | Holders |
| Q3 2024 | 22,581 | $927.4K | 0.4% | −4,480−16.6% | Reduced | Holders |
| Q2 2024 | 27,061 | $975.0K | 0.3% | +25+0.1% | Added | Holders |
| Q1 2024 | 27,036 | $981.1K | 0.3% | +1,045+4.0% | Added | Holders |
| Q4 2023 | 25,991 | $847.6K | 0.3% | +111+0.4% | Added | Holders |
| Q3 2023 | 25,880 | $643.9K | 0.3% | +9,050+53.8% | Added | Holders |
| Q2 2023 | 16,830 | $477.6K | 0.2% | −7,256−30.1% | Reduced | Holders |
| Q1 2023 | 24,086 | $705.5K | 0.3% | +1,910+8.6% | Added | Holders |
| Q4 2022 | 22,176 | $985.5K | 0.4% | +2,750+14.2% | Added | Holders |
| Q3 2022 | 19,426 | $696.0K | 0.4% | +2,198+12.8% | Added | Holders |
| Q2 2022 | 17,228 | $624.0K | 0.3% | +52+0.3% | Added | Holders |
| Q1 2022 | 17,176 | $779.0K | 0.4% | – | No prior filing | Holders |