SeaCrest Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
19,315
-9,600
| -33% | -$430K | 0.09% | 202 |
|
|
2025
Q1 | $1.18M | Buy |
28,915
+189
| +0.7% | +$7.74K | 0.13% | 150 |
|
|
2024
Q4 | $1.26M | Buy |
28,726
+246
| +0.9% | +$10.8K | 0.13% | 144 |
|
|
2024
Q3 | $1.17M | Sell |
28,480
-1
| -0% | -$41 | 0.13% | 155 |
|
|
2024
Q2 | $1.03M | Buy |
28,481
+460
| +2% | +$16.6K | 0.12% | 172 |
|
|
2024
Q1 | $1.02M | Sell |
28,021
-492
| -2% | -$17.9K | 0.12% | 174 |
|
|
2023
Q4 | $951K | Buy |
28,513
+7
| +0% | +$234 | 0.12% | 180 |
|
|
2023
Q3 | $764K | Hold |
28,506
| – | – | 0.1% | 217 |
|
|
2023
Q2 | $743K | Buy |
28,506
+203
| +0.7% | +$5.29K | 0.09% | 223 |
|
|
2023
Q1 | $860K | Sell |
28,303
-3,423
| -11% | -$104K | 0.12% | 196 |
|
|
2022
Q4 | $1.25M | Buy |
31,726
+15
| +0% | +$591 | 0.18% | 126 |
|
|
2022
Q3 | $1.09M | Sell |
31,711
-500
| -2% | -$17.2K | 0.17% | 135 |
|
|
2022
Q2 | $1.15M | Buy |
+32,211
| New | +$1.15M | 0.14% | 146 |
|
|
2019
Q2 | – | Sell |
-1,164
| Closed | -$38K | – | 729 |
|
|
2019
Q1 | $38K | Buy |
1,164
+333
| +40% | +$10.9K | 0.01% | 1033 |
|
|
2018
Q4 | $25K | Sell |
831
-600
| -42% | -$18.1K | 0.01% | 1157 |
|
|
2018
Q3 | $55K | Sell |
1,431
-226
| -14% | -$8.69K | 0.01% | 956 |
|
|
2018
Q2 | $64K | Sell |
1,657
-147
| -8% | -$5.68K | 0.01% | 885 |
|
|
2018
Q1 | $76K | Buy |
1,804
+147
| +9% | +$6.19K | 0.01% | 792 |
|
|
2017
Q4 | $70K | Buy |
+1,657
| New | +$70K | 0.01% | 838 |
|