SevenBridge Financial Group’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
Q1 | – | Sell |
-4,315
| Closed | -$204K | – | 222 |
|
|
2024
Q4 | $204K | Sell |
4,315
-1,240
| -22% | -$54.8K | 0.04% | 214 |
|
|
2024
Q3 | $258K | Hold |
5,555
| – | – | 0.05% | 194 |
|
|
2024
Q2 | $216K | Buy |
+5,555
| New | +$194K | 0.05% | 194 |
|
|
2023
Q2 | – | Sell |
-24,164
| Closed | -$734K | – | 176 |
|
|
2023
Q1 | $734K | Sell |
24,164
-30,784
| -56% | -$1.21M | 0.2% | 107 |
|
|
2022
Q4 | $2.16M | Buy |
54,948
+14,383
| +35% | +$562K | 0.63% | 50 |
|
|
2022
Q3 | $1.39M | Buy |
40,565
+5,168
| +15% | +$191K | 0.47% | 57 |
|
|
2022
Q2 | $1.26M | Buy |
35,397
+13,645
| +63% | +$539K | 0.51% | 55 |
|
|
2022
Q1 | $986K | Buy |
21,752
+2,839
| +15% | +$146K | 0.35% | 68 |
|
|
2021
Q4 | $894K | Buy |
18,913
+2,344
| +14% | +$113K | 0.27% | 88 |
|
|
2021
Q3 | $778K | Buy |
16,569
+5,648
| +52% | +$248K | 0.26% | 94 |
|
|
2021
Q2 | $501K | Buy |
10,921
+11
| +0.1% | +$519 | 0.16% | 107 |
|
|
2021
Q1 | $482K | Buy |
10,910
+13
| +0.1% | +$541 | 0.18% | 106 |
|
|
2020
Q4 | $390K | Sell |
10,897
-4,808
| -31% | -$151K | 0.15% | 109 |
|
|
2020
Q3 | $397K | Sell |
15,705
-29,235
| -65% | -$742K | 0.18% | 97 |
|
|
2020
Q2 | $1.13M | Buy |
44,940
+8,949
| +25% | +$203K | 0.56% | 57 |
|
|
2020
Q1 | $677K | Buy |
35,991
+16,269
| +82% | +$531K | 0.39% | 66 |
|
|
2019
Q4 | $801K | Buy |
19,722
+4,088
| +26% | +$153K | 0.21% | 80 |
|
|
2019
Q3 | $553K | Buy |
15,634
+680
| +5% | +$23.7K | 0.29% | 79 |
|
|
2019
Q2 | $529K | Buy |
14,954
+1,459
| +11% | +$50.9K | 0.19% | 90 |
|
|
2019
Q1 | $439K | Buy |
13,495
+980
| +8% | +$34K | 0.16% | 93 |
|
|
2018
Q4 | $372K | Buy |
12,515
+9,865
| +372% | +$346K | 0.23% | 84 |
|
|
2018
Q3 | $102K | Hold |
2,650
| – | – | 0.05% | 170 |
|
|
2018
Q2 | $103K | Sell |
2,650
-335
| -11% | -$14K | 0.06% | 180 |
|
|
2018
Q1 | $125K | Sell |
2,985
-90
| -3% | -$4.04K | 0.07% | 164 |
|
|
2017
Q4 | $129K | Sell |
3,075
-50
| -2% | -$1.96K | 0.07% | 167 |
|
|
2017
Q3 | $118K | Buy |
3,125
+725
| +30% | +$25.4K | 0.07% | 169 |
|
|
2017
Q2 | $86K | Buy |
2,400
+600
| +33% | +$21.3K | 0.05% | 196 |
|
|
2017
Q1 | $62K | Sell |
1,800
-2,300
| -56% | -$83.9K | 0.04% | 220 |
|
|
2016
Q4 | $101K | Hold |
4,100
| – | – | 0.07% | 191 |
|
|
2016
Q3 | $101K | Hold |
4,100
| – | – | 0.07% | 188 |
|
|
2016
Q2 | $82K | Buy |
+4,100
| New | +$91K | 0.06% | 208 |
|
Other funds holding CFG
SevenBridge Financial Group's CFG Position: Q1 2025 in Review
SevenBridge Financial Group sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 4,315 shares — an estimated $204K sold.
SevenBridge Financial Group first reported a position in CFG in Q2 2016 and held it in 31 quarters. The position peaked at $2.16M in Q4 2022. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.
- SevenBridge Financial Group reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
- SevenBridge Financial Group sold 4,315 Citizens Financial Group shares in Q1 2025, an estimated $204K.
- SevenBridge Financial Group first reported a position in Citizens Financial Group in Q2 2016 and held it in 31 quarters.
- SevenBridge Financial Group's Citizens Financial Group position peaked at $2.16M in Q4 2022.
- 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.
Based on SevenBridge Financial Group's 13F filing for Q1 2025, filed 13 May 2025.