SageView Advisory Group’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
12,763
-252
| -2% | -$12.4K | 0.02% | 326 |
|
|
2025
Q1 | $533K | Sell |
13,015
-107
| -0.8% | -$4.38K | 0.02% | 336 |
|
|
2024
Q4 | $574K | Sell |
13,122
-438
| -3% | -$19.2K | 0.02% | 316 |
|
|
2024
Q3 | $557K | Sell |
13,560
-810
| -6% | -$33.3K | 0.03% | 285 |
|
|
2024
Q2 | $518K | Sell |
14,370
-7,574
| -35% | -$273K | 0.02% | 332 |
|
|
2024
Q1 | $796K | Sell |
21,944
-342
| -2% | -$12.4K | 0.04% | 231 |
|
|
2023
Q4 | $765K | Buy |
22,286
+4,566
| +26% | +$157K | 0.03% | 309 |
|
|
2023
Q3 | $475K | Buy |
17,720
+2,091
| +13% | +$56K | 0.03% | 337 |
|
|
2023
Q2 | $408K | Sell |
15,629
-6,501
| -29% | -$170K | 0.02% | 383 |
|
|
2023
Q1 | $672K | Buy |
+22,130
| New | +$672K | 0.04% | 268 |
|