SBIA
Sheaff Brock Investment Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,425
| Closed | -$207K | – | 541 |
|
|
2021
Q3 | $207K | Hold |
4,425
| – | – | 0.02% | 476 |
|
|
2021
Q2 | $203K | Buy |
+4,425
| New | +$203K | 0.01% | 460 |
|
|
2020
Q2 | – | Sell |
-154,512
| Closed | -$2.91M | – | 453 |
|
|
2020
Q1 | $2.91M | Buy |
154,512
+779
| +0.5% | +$14.7K | 0.38% | 54 |
|
|
2019
Q4 | $6.24M | Sell |
153,733
-8,435
| -5% | -$343K | 0.61% | 31 |
|
|
2019
Q3 | $5.74M | Buy |
162,168
+12,733
| +9% | +$450K | 0.62% | 32 |
|
|
2019
Q2 | $5.28M | Sell |
149,435
-25,234
| -14% | -$892K | 0.57% | 32 |
|
|
2019
Q1 | $5.68M | Buy |
174,669
+340
| +0.2% | +$11.1K | 0.69% | 32 |
|
|
2018
Q4 | $5.18M | Buy |
174,329
+3,668
| +2% | +$109K | 0.81% | 30 |
|
|
2018
Q3 | $6.58M | Buy |
170,661
+142
| +0.1% | +$5.48K | 0.62% | 27 |
|
|
2018
Q2 | $6.63M | Buy |
170,519
+148,526
| +675% | +$5.78M | 0.65% | 28 |
|
|
2018
Q1 | $923K | Buy |
21,993
+412
| +2% | +$17.3K | 0.1% | 163 |
|
|
2017
Q4 | $906K | Sell |
21,581
-1,121
| -5% | -$47.1K | 0.12% | 169 |
|
|
2017
Q3 | $860K | Sell |
22,702
-822
| -3% | -$31.1K | 0.11% | 175 |
|
|
2017
Q2 | $839K | Buy |
23,524
+720
| +3% | +$25.7K | 0.11% | 191 |
|
|
2017
Q1 | $788K | Sell |
22,804
-2,887
| -11% | -$99.8K | 0.1% | 197 |
|
|
2016
Q4 | $915K | Buy |
+25,691
| New | +$915K | 0.12% | 178 |
|