Capital Advisors Ltd’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	$7K	Hold	122	–	–	﹤0.01%	889
2025 Q4	$7K	Hold	122	–	–	﹤0.01%	868
2025 Q3	$6K	Hold	122	–	–	﹤0.01%	878
2025 Q2	$5K	Sell	122 -1	-0.8%	-$39	﹤0.01%	918
2025 Q1	$5K	Hold	123	–	–	﹤0.01%	910
2024 Q4	$5K	Hold	123	–	–	﹤0.01%	932
2024 Q3	$5K	Hold	123	–	–	﹤0.01%	909
2024 Q2	$4K	Sell	123 -5	-4%	-$174	﹤0.01%	933
2024 Q1	$5K	Buy	128 +25	+24%	+$820	﹤0.01%	869
2023 Q4	$3K	Buy	103 +71	+222%	+$1.95K	﹤0.01%	931
2023 Q3	$1K	Hold	32	–	–	﹤0.01%	1095
2023 Q2	$1K	Buy	32 +17	+113%	+$468	﹤0.01%	1106
2023 Q1	$0	Sell	15 -194	-93%	-$7.6K	﹤0.01%	1235
2022 Q4	$2K	Buy	209 +187	+850%	+$7.3K	﹤0.01%	832
2022 Q3	$1K	Sell	22 -7	-24%	-$259	﹤0.01%	977
2022 Q2	$1K	Buy	+29	New	+$1.15K	﹤0.01%	739
2022 Q1	–	Sell	-11	Closed	-$1K	–	934
2021 Q4	$1K	Buy	+11	New	+$530	﹤0.01%	629
2020 Q3	–	Sell	-453	Closed	-$99K	–	448
2020 Q2	$99K	Buy	453 +137	+43%	+$3.11K	0.03%	216
2020 Q1	$6K	Buy	+316	New	+$10.3K	﹤0.01%	398