BOK Financial’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	$13.1M	Sell	218,865 -6,837	-3%	-$420K	0.2%	103
2025 Q4	$13.2M	Sell	225,702 -6,388	-3%	-$343K	0.2%	99
2025 Q3	$12.3M	Buy	232,090 +1,545	+0.7%	+$76.9K	0.19%	110
2025 Q2	$10.3M	Buy	230,545 +59,601	+35%	+$2.35M	0.17%	120
2025 Q1	$7M	Buy	170,944 +170,889	+310,707%	+$7.62M	0.12%	147
2024 Q4	$2.38K	Sell	55 -11	-17%	-$486	﹤0.01%	1124
2024 Q3	$2.64K	Hold	66	–	–	﹤0.01%	1127
2024 Q2	$2.38K	Hold	66	–	–	﹤0.01%	1046
2024 Q1	$2.35K	Sell	66 -59	-47%	-$1.94K	﹤0.01%	1050
2023 Q4	$4.14K	Buy	125 +59	+89%	+$1.62K	﹤0.01%	1036
2023 Q3	$1.55K	Buy	+66	New	+$1.89K	﹤0.01%	1061
2018 Q4	–	Sell	-126,135	Closed	-$4.87M	–	884
2018 Q3	$4.87M	Buy	+126,135	New	+$5.09M	0.12%	201