Forum Financial Management’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	–	Sell	-14,453	Closed	-$844K	–	451
2025 Q4	$844K	Buy	14,453 +3	+0%	+$161	0.01%	294
2025 Q3	$768K	Buy	14,450 +1,300	+10%	+$64.7K	0.01%	304
2025 Q2	$588K	Buy	13,150 +1,008	+8%	+$39.7K	0.01%	356
2025 Q1	$497K	Buy	12,142 +3	+0%	+$134	0.01%	374
2024 Q4	$531K	Buy	+12,139	New	+$537K	0.01%	360
2023 Q2	–	Sell	-7,598	Closed	-$231K	–	665
2023 Q1	$231K	Sell	7,598 -496	-6%	-$19.4K	0.01%	497
2022 Q4	$319K	Hold	8,094	–	–	0.01%	372
2022 Q3	$278K	Sell	8,094 -3,825	-32%	-$142K	0.01%	370
2022 Q2	$425K	Buy	11,919 +2,223	+23%	+$87.8K	0.02%	262
2022 Q1	$439K	Hold	9,696	–	–	0.02%	269
2021 Q4	$458K	Buy	+9,696	New	+$467K	0.02%	273