Farther Finance Advisors’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	$1.43M	Buy	23,621 +3,480	+17%	+$214K	0.01%	799
2025 Q4	$1.18M	Buy	20,141 +6,654	+49%	+$358K	0.01%	804
2025 Q3	$717K	Buy	13,487 +3,801	+39%	+$189K	0.01%	889
2025 Q2	$433K	Buy	9,686 +2,154	+29%	+$84.8K	0.01%	980
2025 Q1	$306K	Buy	7,532 +3,018	+67%	+$135K	0.01%	1029
2024 Q4	$198K	Sell	4,514 -12,954	-74%	-$573K	0.01%	991
2024 Q3	$717K	Buy	17,468 +11,578	+197%	+$468K	0.03%	462
2024 Q2	$211K	Buy	5,890 +3,765	+177%	+$131K	0.01%	819
2024 Q1	$75.7K	Buy	2,125 +265	+14%	+$8.69K	﹤0.01%	1040
2023 Q4	$61.6K	Buy	1,860 +782	+73%	+$21.5K	﹤0.01%	970
2023 Q3	$28.9K	Buy	1,078 +296	+38%	+$8.46K	﹤0.01%	979
2023 Q2	$20.4K	Buy	782 +207	+36%	+$5.7K	﹤0.01%	992
2023 Q1	$17.5K	Buy	575 +55	+11%	+$2.15K	0.01%	944
2022 Q4	$20.5K	Buy	+520	New	+$20.3K	0.01%	732