First Personal Financial Services’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
2024 Q3	–	Sell	-38	Closed	-$1.35K	–	573
2024 Q2	$1.35K	Hold	38	–	–	﹤0.01%	337
2024 Q1	$1.36K	Sell	38 -50	-57%	-$1.64K	﹤0.01%	338
2023 Q4	$2.9K	Hold	88	–	–	﹤0.01%	349
2023 Q3	$2.35K	Buy	+88	New	+$2.52K	﹤0.01%	361
2022 Q1	–	Sell	-358	Closed	-$17K	–	337
2021 Q4	$17K	Buy	+358	New	+$17.2K	﹤0.01%	256
2020 Q1	–	Sell	-28	Closed	-$1K	–	336
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	407
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	453
2019 Q2	$1K	Buy	+28	New	+$976	﹤0.01%	696
2018 Q2	–	Sell	-2,672	Closed	-$112K	–	703
2018 Q1	$112K	Buy	+2,672	New	+$120K	0.02%	281
2017 Q1	–	Sell	-320	Closed	-$11K	–	883
2016 Q4	$11K	Hold	320	–	–	﹤0.01%	686
2016 Q3	$8K	Hold	320	–	–	﹤0.01%	630
2016 Q2	$6K	Buy	+320	New	+$7.1K	﹤0.01%	654