Sequoia Financial Advisors’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 | $1.43M | Buy |
31,995
+7,281
| +29% | +$326K | 0.01% | 564 |
|
|
2025
Q1 | $1.01M | Buy |
24,714
+1,838
| +8% | +$75.3K | 0.01% | 610 |
|
|
2024
Q4 | $1M | Buy |
22,876
+4,205
| +23% | +$184K | 0.01% | 576 |
|
|
2024
Q3 | $767K | Buy |
18,671
+61
| +0.3% | +$2.51K | 0.01% | 615 |
|
|
2024
Q2 | $671K | Buy |
18,610
+916
| +5% | +$33K | 0.01% | 594 |
|
|
2024
Q1 | $642K | Sell |
17,694
-52,369
| -75% | -$1.9M | 0.01% | 602 |
|
|
2023
Q4 | $2.32M | Buy |
70,063
+57,604
| +462% | +$1.91M | 0.03% | 327 |
|
|
2023
Q3 | $334K | Buy |
12,459
+184
| +1% | +$4.93K | 0.01% | 649 |
|
|
2023
Q2 | $320K | Buy |
+12,275
| New | +$320K | 0.01% | 672 |
|
|
2023
Q1 | – | Sell |
-6,005
| Closed | -$236K | – | 841 |
|
|
2022
Q4 | $236K | Buy |
+6,005
| New | +$236K | 0.01% | 669 |
|
|
2022
Q3 | – | Sell |
-6,414
| Closed | -$229K | – | 540 |
|
|
2022
Q2 | $229K | Sell |
6,414
-594
| -8% | -$21.2K | 0.01% | 517 |
|
|
2022
Q1 | $318K | Buy |
7,008
+1,564
| +29% | +$71K | 0.01% | 482 |
|
|
2021
Q4 | $257K | Buy |
+5,444
| New | +$257K | 0.01% | 481 |
|
|
2021
Q3 | – | Sell |
-4,454
| Closed | -$204K | – | 290 |
|
|
2021
Q2 | $204K | Sell |
4,454
-509
| -10% | -$23.3K | 0.01% | 446 |
|
|
2021
Q1 | $219K | Buy |
+4,963
| New | +$219K | 0.01% | 402 |
|