Crewe Advisors’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	$32.2K	Buy	537 +12	+2%	+$738	﹤0.01%	428
2025 Q4	$30.7K	Hold	525	–	–	﹤0.01%	416
2025 Q3	$27.9K	Buy	+525	New	+$26.1K	﹤0.01%	446
2025 Q2	–	Sell	-160	Closed	-$6.56K	–	764
2025 Q1	$6.56K	Hold	160	–	–	﹤0.01%	457
2024 Q4	$7K	Sell	160 -11	-6%	-$486	﹤0.01%	456
2024 Q3	$7.02K	Hold	171	–	–	﹤0.01%	535
2024 Q2	$6.16K	Hold	171	–	–	﹤0.01%	761
2024 Q1	$6.21K	Buy	+171	New	+$5.61K	﹤0.01%	690
2023 Q1	–	Sell	-200	Closed	-$7.87K	–	852
2022 Q4	$7.87K	Sell	200 -5	-2%	-$195	﹤0.01%	595
2022 Q3	$7K	Buy	205 +5	+3%	+$185	﹤0.01%	751
2022 Q2	$7K	Buy	+200	New	+$7.9K	﹤0.01%	679
2021 Q3	–	Sell	-37	Closed	-$2K	–	410
2021 Q2	$2K	Sell	37 -235	-86%	-$11.1K	﹤0.01%	394
2021 Q1	$12K	Hold	272	–	–	﹤0.01%	261
2020 Q4	$10K	Sell	272 -284	-51%	-$8.91K	﹤0.01%	260
2020 Q3	$14K	Buy	+556	New	+$14.1K	0.01%	209