Forum Financial Management’s Citizens Financial Group CFG Stock Holding History

Forum Financial Management’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$768K	Buy
2025 Q2	$588K	Buy
2025 Q1	$497K	Buy
2024 Q4	$531K	Buy
2023 Q2	–	Sell
2023 Q1	$231K	Sell
2022 Q4	$319K	Hold
2022 Q3	$278K	Sell
2022 Q2	$425K	Buy
2022 Q1	$439K	Hold
2021 Q4	$458K	Buy