Fort Sheridan 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	$1.18M	Hold	19,646	–	–	0.14%	107
2025 Q4	$1.15M	Hold	19,646	–	–	0.15%	104
2025 Q3	$1.04M	Buy	19,646 +114	+0.6%	+$5.67K	0.14%	108
2025 Q2	$874K	Hold	19,532	–	–	0.12%	114
2025 Q1	$800K	Hold	19,532	–	–	0.12%	117
2024 Q4	$855K	Buy	19,532 +11,880	+155%	+$525K	0.12%	113
2024 Q3	$314K	Buy	+7,652	New	+$309K	0.05%	197
2024 Q1	–	Sell	-6,846	Closed	-$227K	–	209
2023 Q4	$227K	Sell	6,846 -12,000	-64%	-$330K	0.05%	176
2023 Q3	$505K	Hold	18,846	–	–	0.11%	114
2023 Q2	$492K	Sell	18,846 -355	-2%	-$9.78K	0.11%	122
2023 Q1	$583K	Hold	19,201	–	–	0.15%	102
2022 Q4	$756K	Buy	19,201 +1,696	+10%	+$66.2K	0.25%	77
2022 Q3	$601K	Buy	17,505 +10	+0.1%	+$370	0.2%	91
2022 Q2	$624K	Buy	+17,495	New	+$691K	0.2%	88