Belpointe Asset 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	$1.2M	Buy	20,014 +7,815	+64%	+$480K	0.04%	388
2025 Q4	$713K	Buy	12,199 +3,141	+35%	+$169K	0.03%	550
2025 Q3	$482K	Buy	+9,058	New	+$451K	0.02%	640
2025 Q1	–	Sell	-5,536	Closed	-$238K	–	930
2024 Q4	$238K	Buy	+5,536	New	+$245K	0.01%	738
2023 Q2	–	Sell	-4,614	Closed	-$140K	–	1034
2023 Q1	$140K	Sell	4,614 -755	-14%	-$29.6K	0.01%	1117
2022 Q4	$211K	Buy	5,369 +973	+22%	+$38K	0.01%	876
2022 Q3	$151K	Buy	+4,396	New	+$163K	0.01%	960
2022 Q2	–	Sell	-2,524	Closed	-$115K	–	1157
2022 Q1	$115K	Buy	+2,524	New	+$130K	0.01%	1154
2021 Q4	–	Sell	-2,392	Closed	-$112K	–	1206
2021 Q3	$112K	Buy	+2,392	New	+$105K	0.01%	1105