Evergreen Capital Management’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	$2.66M	Buy	44,326 +534	+1%	+$32.8K	0.06%	278
2025 Q4	$2.56M	Buy	43,792 +33,802	+338%	+$1.82M	0.06%	271
2025 Q3	$531K	Sell	9,990 -1,037	-9%	-$51.6K	0.01%	629
2025 Q2	$493K	Buy	11,027 +2,336	+27%	+$91.9K	0.01%	560
2025 Q1	$356K	Buy	8,691 +2,209	+34%	+$98.6K	0.01%	659
2024 Q4	$284K	Buy	6,482 +103	+2%	+$4.55K	0.01%	765
2024 Q3	$262K	Buy	6,379 +686	+12%	+$27.7K	0.01%	781
2024 Q2	$205K	Buy	+5,693	New	+$199K	0.01%	861
2023 Q1	–	Sell	-12,492	Closed	-$492K	–	728
2022 Q4	$492K	Buy	12,492 +3,619	+41%	+$141K	0.02%	374
2022 Q3	$305K	Buy	+8,873	New	+$328K	0.02%	441