SeaCrest Wealth Management’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Buy	19,324 +41	+0.2%	+$2.64K	0.15%	128
2026 Q1	$1.16M	Buy	19,283 +119	+0.6%	+$7.31K	0.12%	163
2025 Q4	$1.17M	Sell	19,164 -1,849	-9%	-$99.3K	0.12%	164
2025 Q3	$1.09M	Buy	21,013 +1,698	+9%	+$84.5K	0.12%	164
2025 Q2	$864K	Sell	19,315 -9,600	-33%	-$378K	0.09%	202
2025 Q1	$1.18M	Buy	28,915 +189	+0.7%	+$8.43K	0.13%	150
2024 Q4	$1.26M	Buy	28,726 +246	+0.9%	+$10.9K	0.13%	144
2024 Q3	$1.17M	Sell	28,480 -1	-0%	-$40	0.13%	155
2024 Q2	$1.03M	Buy	28,481 +460	+2%	+$16K	0.12%	172
2024 Q1	$1.02M	Sell	28,021 -492	-2%	-$16.1K	0.12%	174
2023 Q4	$951K	Buy	28,513 +7	+0%	+$193	0.12%	180
2023 Q3	$764K	Hold	28,506	–	–	0.1%	218
2023 Q2	$743K	Buy	28,506 +203	+0.7%	+$5.59K	0.09%	223
2023 Q1	$860K	Sell	28,303 -3,423	-11%	-$134K	0.12%	196
2022 Q4	$1.25M	Buy	31,726 +15	+0%	+$586	0.18%	126
2022 Q3	$1.09M	Sell	31,711 -500	-2%	-$18.5K	0.17%	135
2022 Q2	$1.15M	Buy	+32,211	New	+$1.27M	0.14%	146
2019 Q2	–	Sell	-1,164	Closed	-$38K	–	729
2019 Q1	$38K	Buy	1,164 +333	+40%	+$11.5K	0.01%	1033
2018 Q4	$25K	Sell	831 -600	-42%	-$21K	0.01%	1157
2018 Q3	$55K	Sell	1,431 -226	-14%	-$9.11K	0.01%	956
2018 Q2	$64K	Sell	1,657 -147	-8%	-$6.12K	0.01%	885
2018 Q1	$76K	Buy	1,804 +147	+9%	+$6.6K	0.01%	792
2017 Q4	$70K	Buy	+1,657	New	+$64.8K	0.01%	838