Ballentine Partners’s Citizens Financial Group CFG Stock Holding History

Ballentine Partners’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Sell
2025 Q1	$364K	Buy
2024 Q4	$340K	Buy
2024 Q3	$309K	Buy
2024 Q2	$233K	Buy
2024 Q1	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$203K	Buy