Evoke Wealth’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	$637K	Buy	10,629 +700	+7%	+$43K	0.01%	358
2025 Q4	$580K	Buy	9,929 +1,125	+13%	+$60.4K	0.01%	360
2025 Q3	$468K	Buy	8,804 +59	+0.7%	+$2.94K	0.01%	373
2025 Q2	$391K	Buy	+8,745	New	+$344K	0.01%	395
2022 Q4	–	Sell	-222	Closed	-$8K	–	494
2022 Q3	$8K	Sell	222 -604	-73%	-$22.3K	﹤0.01%	788
2022 Q2	$29K	Buy	826 +365	+79%	+$14.4K	﹤0.01%	596
2022 Q1	$21K	Buy	461 +148	+47%	+$7.61K	﹤0.01%	648
2021 Q4	$15K	Hold	313	–	–	﹤0.01%	723
2021 Q3	$14K	Hold	313	–	–	﹤0.01%	691
2021 Q2	$14K	Sell	313 -133	-30%	-$6.28K	﹤0.01%	704
2021 Q1	$20K	Buy	446 +119	+36%	+$4.95K	﹤0.01%	583
2020 Q4	$12K	Buy	327 +131	+67%	+$4.11K	﹤0.01%	551
2020 Q3	$5K	Hold	196	–	–	﹤0.01%	656
2020 Q2	$5K	Buy	196 +176	+880%	+$3.99K	﹤0.01%	658
2020 Q1	$376	Sell	20 -333	-94%	-$10.9K	﹤0.01%	1044
2019 Q4	$14.3K	Sell	353 -30	-8%	-$1.12K	﹤0.01%	664
2019 Q3	$13.6K	Buy	+383	New	+$13.4K	﹤0.01%	757