SageView Advisory Group’s Citizens Financial Group CFG Stock Holding History

SageView Advisory Group’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$630K	Sell
2025 Q1	$533K	Sell
2024 Q4	$574K	Sell
2024 Q3	$557K	Sell
2024 Q2	$518K	Sell
2024 Q1	$796K	Sell
2023 Q4	$765K	Buy
2023 Q3	$475K	Buy
2023 Q2	$408K	Sell
2023 Q1	$672K	Buy