Blue Trust Inc’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	$120K	Sell	2,009 -812	-29%	-$49.9K	﹤0.01%	945
2025 Q4	$165K	Sell	2,821 -5,917	-68%	-$318K	﹤0.01%	849
2025 Q3	$465K	Sell	8,738 -1,655	-16%	-$82.4K	0.01%	513
2025 Q2	$465K	Buy	10,393 +784	+8%	+$30.9K	0.01%	475
2025 Q1	$394K	Buy	9,609 +2,779	+41%	+$124K	0.01%	479
2024 Q4	$299K	Sell	6,830 -3,373	-33%	-$149K	﹤0.01%	525
2024 Q3	$368K	Buy	10,203 +5,192	+104%	+$210K	﹤0.01%	585
2024 Q2	$182K	Buy	5,011 +1,920	+62%	+$67K	﹤0.01%	748
2024 Q1	$112K	Buy	3,091 +1,777	+135%	+$58.3K	﹤0.01%	681
2023 Q4	$35K	Buy	1,314 +574	+78%	+$15.8K	﹤0.01%	1068
2023 Q3	$19K	Buy	740 +558	+307%	+$16K	﹤0.01%	1194
2023 Q2	$5K	Sell	182 -3,789	-95%	-$104K	﹤0.01%	1516
2023 Q1	$156K	Buy	3,971 +450	+13%	+$17.6K	﹤0.01%	626
2022 Q4	$121K	Buy	3,521 +2,105	+149%	+$82.2K	﹤0.01%	602
2022 Q3	$51K	Buy	1,416 +1,037	+274%	+$38.4K	﹤0.01%	740
2022 Q2	$17K	Buy	+379	New	+$15K	﹤0.01%	1006