Gallagher Fiduciary 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	$387K	Sell	6,448 -2,287	-26%	-$141K	0.02%	213
2025 Q4	$510K	Buy	8,735 +5	+0.1%	+$269	0.02%	177
2025 Q3	$464K	Sell	8,730 -9,106	-51%	-$453K	0.02%	176
2025 Q2	$798K	Sell	17,836 -75	-0.4%	-$2.95K	0.03%	102
2025 Q1	$734K	Buy	17,911 +525	+3%	+$23.4K	0.02%	120
2024 Q4	$761K	Buy	17,386 +327	+2%	+$14.5K	0.15%	94
2024 Q3	$701K	Sell	17,059 -3,070	-15%	-$124K	0.14%	82
2024 Q2	$725K	Sell	20,129 -541	-3%	-$18.9K	0.16%	71
2024 Q1	$750K	Sell	20,670 -1,290	-6%	-$42.3K	0.03%	77
2023 Q4	$728K	Buy	21,960 +52	+0.2%	+$1.43K	0.03%	77
2023 Q3	$587K	Buy	21,908 +1,463	+7%	+$41.8K	0.05%	87
2023 Q2	$533K	Buy	+20,445	New	+$563K	0.04%	120