CVA Family Office’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	$109K	Buy	1,813 +416	+30%	+$25.6K	0.01%	440
2025 Q4	$81.6K	Buy	1,397 +10	+0.7%	+$537	0.01%	462
2025 Q3	$73.7K	Hold	1,387	–	–	0.01%	477
2025 Q2	$62.1K	Sell	1,387 -225	-14%	-$8.86K	0.01%	506
2025 Q1	$66K	Buy	1,612 +337	+26%	+$15K	0.01%	472
2024 Q4	$55.8K	Buy	1,275 +39	+3%	+$1.72K	0.01%	502
2024 Q3	$50.8K	Buy	1,236 +26	+2%	+$1.05K	0.01%	509
2024 Q2	$43.6K	Hold	1,210	–	–	0.01%	521
2024 Q1	$43.9K	Hold	1,210	–	–	0.01%	513
2023 Q4	$40.1K	Buy	+1,210	New	+$33.3K	0.01%	511
2023 Q2	–	Sell	-1,330	Closed	-$40.4K	–	1018
2023 Q1	$40.4K	Buy	1,330 +785	+144%	+$30.7K	0.01%	478
2022 Q4	$21.5K	Buy	545 +10	+2%	+$390	0.01%	549
2022 Q3	$18K	Sell	535 -220	-29%	-$8.14K	﹤0.01%	540
2022 Q2	$27K	Buy	755 +655	+655%	+$25.9K	0.01%	477
2022 Q1	$5K	Buy	100 +80	+400%	+$4.11K	﹤0.01%	765
2021 Q4	$1K	Buy	+20	New	+$963	﹤0.01%	868
2021 Q3	–	Sell	-405	Closed	-$19K	–	449
2021 Q2	$19K	Sell	405 -5	-1%	-$236	0.01%	536
2021 Q1	$18K	Buy	+410	New	+$17.1K	0.01%	429