Colonial Trust’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	$7.02K	Buy	117 +45	+63%	+$2.77K	﹤0.01%	808
2025 Q4	$4.21K	Sell	72 -16	-18%	-$860	﹤0.01%	874
2025 Q3	$4.68K	Hold	88	–	–	﹤0.01%	850
2025 Q2	$3.94K	Sell	88 -21	-19%	-$827	﹤0.01%	877
2025 Q1	$4.47K	Sell	109 -780	-88%	-$34.8K	﹤0.01%	848
2024 Q4	$38.9K	Buy	889 +774	+673%	+$34.2K	0.01%	628
2024 Q3	$4.69K	Sell	115 -67	-37%	-$2.71K	﹤0.01%	883
2024 Q2	$6.3K	Sell	182 -43	-19%	-$1.5K	﹤0.01%	818
2024 Q1	$8.16K	Sell	225 -23	-9%	-$754	﹤0.01%	777
2023 Q4	$8.22K	Buy	248 +25	+11%	+$688	﹤0.01%	742
2023 Q3	$5.98K	Hold	223	–	–	﹤0.01%	765
2023 Q2	$5.78K	Buy	223 +68	+44%	+$1.87K	﹤0.01%	763
2023 Q1	$4.77K	Sell	155 -13	-8%	-$509	﹤0.01%	759
2022 Q4	$6.63K	Buy	+168	New	+$6.56K	﹤0.01%	716