Apollon Wealth Management’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
2026 Q1	$1.75M	Buy	29,124 +3,171	+12%	+$195K	0.03%	429
2025 Q4	$1.52M	Buy	25,953 +6,439	+33%	+$346K	0.03%	441
2025 Q3	$1.04M	Buy	19,514 +2,788	+17%	+$139K	0.02%	556
2025 Q2	$749K	Sell	16,726 -3,778	-18%	-$149K	0.01%	638
2025 Q1	$840K	Sell	20,504 -1,294	-6%	-$57.7K	0.02%	561
2024 Q4	$954K	Sell	21,798 -375	-2%	-$16.6K	0.02%	532
2024 Q3	$911K	Buy	22,173 +6,989	+46%	+$282K	0.03%	523
2024 Q2	$547K	Sell	15,184 -3,206	-17%	-$112K	0.02%	643
2024 Q1	$667K	Buy	18,390 +8,866	+93%	+$291K	0.02%	593
2023 Q4	$316K	Buy	+9,524	New	+$262K	0.01%	822
2023 Q2	–	Sell	-6,900	Closed	-$210K	–	949
2023 Q1	$210K	Sell	6,900 -369	-5%	-$14.5K	0.01%	780
2022 Q4	$286K	Buy	+7,269	New	+$284K	0.02%	674
2022 Q3	–	Sell	-5,974	Closed	-$213K	–	820
2022 Q2	$213K	Sell	5,974 -801	-12%	-$31.6K	0.02%	662
2022 Q1	$307K	Buy	6,775 +2,056	+44%	+$106K	0.02%	586
2021 Q4	$223K	Buy	+4,719	New	+$227K	0.02%	669
2020 Q3	–	Sell	-104	Closed	-$3K	–	238
2020 Q2	$3K	Buy	+104	New	+$2.36K	﹤0.01%	595