Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.96M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $219K | Buy |
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