Sea Crest Wealth Management, LLC Citizens Financial Group Inc Transaction History

Sea Crest Wealth Management, LLC

$874 Million
Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 19,315 shares of CFG stock, worth $915,144. This represents 0.1% of its overall portfolio holdings.

Number of Shares

19,315

Previous 28,915 33.2%

Holding current value

$915,144

Previous $1.18 Million 27.03%

% of portfolio

0.1%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$34.27 - $44.75 $328,992 - $429,600	-9,600 Reduced 33.2%	19,315 $864,000
Q1 2025 Apr 11, 2025	BUY	$39.73 - $48.36 $7,508 - $9,140	189 Added 0.66%	28,915 $1.18 Million
Q4 2024 Jan 14, 2025	BUY	$39.92 - $48.46 $9,820 - $11,921	246 Added 0.86%	28,726 $1.26 Million
Q3 2024 Oct 16, 2024	SELL	$35.24 - $43.24 $35 - $43	-1 Reduced -0.0%	28,480 $1.17 Million
Q2 2024 Jul 19, 2024	BUY	$32.41 - $37.16 $14,908 - $17,093	460 Added 1.64%	28,481 $1.03 Million
Q1 2024 Apr 18, 2024	SELL	$30.43 - $36.29 $14,971 - $17,854	-492 Reduced 1.73%	28,021 $1.02 Million
Q4 2023 Jan 18, 2024	BUY	$22.87 - $33.64 $160 - $235	7 Added 0.02%	28,513 $944,000
Q2 2023 Jul 14, 2023	BUY	$24.8 - $30.94 $5,034 - $6,280	203 Added 0.72%	28,506 $743,000
Q1 2023 May 11, 2023	SELL	$29.89 - $44.46 $102,313 - $152,186	-3,423 Reduced 10.79%	28,303 $859,000
Q4 2022 Feb 14, 2023	BUY	$34.22 - $42.36 $513 - $635	15 Added 0.05%	31,726 $1.25 Million
Q3 2022 Nov 14, 2022	SELL	$20.77 - $39.13 $10,385 - $19,565	-500 Reduced 1.55%	31,711 $1.09 Million
Q2 2022 Aug 09, 2022	BUY	$35.04 - $44.32 $1.13 Million - $1.43 Million	32,211 New	32,211 $1.15 Million
Q2 2019 Jul 19, 2019	SELL	$32.58 - $36.8 $37,923 - $42,835	-1,164 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$30.37 - $37.66 $10,113 - $12,540	333 Added 40.07%	1,164 $38,000
Q4 2018 Feb 13, 2019	SELL	$27.94 - $39.23 $16,764 - $23,537	-600 Reduced 41.93%	831 $25,000
Q3 2018 Nov 14, 2018	SELL	$38.57 - $41.5 $8,716 - $9,379	-226 Reduced 13.64%	1,431 $55,000
Q2 2018 Aug 03, 2018	SELL	$38.9 - $43.24 $5,718 - $6,356	-147 Reduced 8.15%	1,657 $64,000
Q1 2018 Apr 20, 2018	BUY	$41.27 - $47.87 $6,066 - $7,036	147 Added 8.87%	1,804 $76,000
Q4 2017 Feb 02, 2018	BUY	$36.57 - $42.63 $60,596 - $70,637	1,657	1,657 $70,000

Others Institutions Holding CFG

# of Institutions

941

Shares Held

418M

Call Options Held

2.63M

Put Options Held

2.11M

View Full List

About CITIZENS FINANCIAL GROUP INC

Ticker CFG
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 495,844,000
Market Cap $23.5B
Description
Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, National Association that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, corporations, and institutions in the United States. The company operates in two segments, Consumer Banking and Co...

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Sea Crest Wealth Management, LLC Citizens Financial Group Inc Transaction History