Bell Investment Advisors’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	$2.04K	Sell	34 -14	-29%	-$860	﹤0.01%	1329
2025 Q4	$2.8K	Buy	48 +4	+9%	+$215	﹤0.01%	1228
2025 Q3	$2.34K	Buy	44 +10	+29%	+$498	﹤0.01%	1280
2025 Q2	$1.52K	Sell	34 -12	-26%	-$472	﹤0.01%	1452
2025 Q1	$1.89K	Buy	46 +12	+35%	+$535	﹤0.01%	1325
2024 Q4	$1.49K	Sell	34 -37	-52%	-$1.64K	﹤0.01%	1442
2024 Q3	$2.92K	Hold	71	–	–	﹤0.01%	1195
2024 Q2	$2.56K	Hold	71	–	–	﹤0.01%	1252
2024 Q1	$2.58K	Hold	71	–	–	﹤0.01%	1231
2023 Q4	$2.35K	Sell	71 -95	-57%	-$2.62K	﹤0.01%	1257
2023 Q3	$4.45K	Buy	166 +55	+50%	+$1.57K	﹤0.01%	870
2023 Q2	$2.9K	Buy	111 +70	+171%	+$1.93K	﹤0.01%	1109
2023 Q1	$1.25K	Sell	41 -148	-78%	-$5.8K	﹤0.01%	1472
2022 Q4	$7.44K	Buy	189 +13	+7%	+$508	﹤0.01%	608
2022 Q3	$6K	Sell	176 -167	-49%	-$6.18K	﹤0.01%	576
2022 Q2	$12K	Buy	+343	New	+$13.5K	﹤0.01%	375
2021 Q4	$2K	Sell	41 -43	-51%	-$2.07K	﹤0.01%	1105
2021 Q3	$4K	Buy	+84	New	+$3.69K	﹤0.01%	778