Continuum Advisory’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	$417K	Buy	6,949 +111	+2%	+$6.82K	0.04%	312
2025 Q4	$399K	Sell	6,838 -459	-6%	-$24.7K	0.04%	319
2025 Q3	$388K	Sell	7,297 -1,435	-16%	-$71.4K	0.04%	318
2025 Q2	$391K	Sell	8,732 -549	-6%	-$21.6K	0.05%	296
2025 Q1	$380K	Buy	9,281 +201	+2%	+$8.97K	0.05%	276
2024 Q4	$397K	Buy	9,080 +802	+10%	+$35.5K	0.05%	277
2024 Q3	$386K	Sell	8,278 -572	-6%	-$23.1K	0.05%	285
2024 Q2	$319K	Hold	8,850	–	–	0.05%	295
2024 Q1	$319K	Sell	8,850 -2,479	-22%	-$81.3K	0.05%	292
2023 Q4	$376K	Buy	11,329 +2,099	+23%	+$57.8K	0.05%	328
2023 Q3	$247K	Sell	9,230 -69	-0.7%	-$1.97K	0.04%	397
2023 Q2	$243K	Sell	9,299 -2,747	-23%	-$75.7K	0.04%	401
2023 Q1	$366K	Sell	12,046 -54	-0.4%	-$2.12K	0.06%	311
2022 Q4	$476K	Buy	12,100 +573	+5%	+$22.4K	0.09%	264
2022 Q3	$396K	Sell	11,527 -1,052	-8%	-$38.9K	0.07%	280
2022 Q2	$449K	Buy	12,579 +1,818	+17%	+$71.8K	0.08%	269
2022 Q1	$424K	Buy	10,761 +4,260	+66%	+$219K	0.08%	267
2021 Q4	$307K	Buy	6,501 +1,342	+26%	+$64.6K	0.07%	239
2021 Q3	$242K	Buy	+5,159	New	+$227K	0.06%	254