Deseret Mutual Benefit Administrators’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	$126K	Buy	2,097 +868	+71%	+$53.3K	0.04%	262
2025 Q4	$71.8K	Hold	1,229	–	–	0.03%	260
2025 Q3	$65.3K	Sell	1,229 -105	-8%	-$5.23K	0.03%	267
2025 Q2	$59.7K	Hold	1,334	–	–	0.03%	274
2025 Q1	$54.7K	Hold	1,334	–	–	0.03%	283
2024 Q4	$58.4K	Sell	1,334 -211	-14%	-$9.33K	0.03%	273
2024 Q3	$63.5K	Hold	1,545	–	–	0.03%	273
2024 Q2	$55.7K	Hold	1,545	–	–	0.03%	270
2024 Q1	$56.1K	Hold	1,545	–	–	0.03%	272
2023 Q4	$51.2K	Sell	1,545 -190	-11%	-$5.23K	0.03%	269
2023 Q3	$46.5K	Sell	1,735 -84	-5%	-$2.4K	0.02%	305
2023 Q2	$47.4K	Buy	1,819 +267	+17%	+$7.36K	0.02%	329
2023 Q1	$47.1K	Hold	1,552	–	–	0.02%	313
2022 Q4	$61.1K	Sell	1,552 -1,263	-45%	-$49.3K	0.03%	275
2022 Q3	$97K	Sell	2,815 -553	-16%	-$20.5K	0.03%	287
2022 Q2	$120K	Buy	3,368 +264	+9%	+$10.4K	0.03%	297
2022 Q1	$141K	Sell	3,104 -808	-21%	-$41.5K	0.03%	294
2021 Q4	$185K	Hold	3,912	–	–	0.03%	279
2021 Q3	$184K	Sell	3,912 -1,686	-30%	-$74K	0.03%	267
2021 Q2	$257K	Buy	+5,598	New	+$264K	0.06%	158