Curi RMB Capital’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	$1.27M	Sell	21,167 -27	-0.1%	-$1.66K	0.02%	407
2025 Q4	$1.24M	Buy	+21,194	New	+$1.14M	0.02%	418
2024 Q4	–	Sell	-187,776	Closed	-$7.71M	–	520
2024 Q3	$7.71M	Buy	187,776 +3,636	+2%	+$147K	0.18%	157
2024 Q2	$6.63M	Sell	184,140 -838	-0.5%	-$29.2K	0.16%	162
2024 Q1	$6.71M	Buy	184,978 +5,374	+3%	+$176K	0.15%	165
2023 Q4	$5.95M	Buy	179,604 +1,785	+1%	+$49.1K	0.18%	137
2023 Q3	$4.77M	Buy	177,819 +3,808	+2%	+$109K	0.16%	142
2023 Q2	$4.54M	Buy	174,011 +10,563	+6%	+$291K	0.15%	152
2023 Q1	$4.96M	Sell	163,448 -26,229	-14%	-$1.03M	0.17%	136
2022 Q4	$7.47M	Buy	189,677 +4,395	+2%	+$172K	0.27%	111
2022 Q3	$6.37M	Buy	185,282 +6,638	+4%	+$246K	0.24%	112
2022 Q2	$6.38M	Buy	+178,644	New	+$7.05M	0.22%	115
2019 Q3	–	Sell	-1,779	Closed	-$63K	–	719
2019 Q2	$63K	Buy	+1,779	New	+$62K	﹤0.01%	725
2018 Q1	–	Sell	-7,091	Closed	-$298K	–	910
2017 Q4	$298K	Buy	+7,091	New	+$277K	0.01%	724
2016 Q3	–	Hold	0	–	–	–	448
2016 Q2	–	Hold	0	–	–	–	453