Gladstone Institutional Advisory’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	$466K	Sell	7,769 -968	-11%	-$59.5K	0.02%	552
2025 Q4	$510K	Sell	8,737 -243	-3%	-$13.1K	0.02%	497
2025 Q3	$477K	Sell	8,980 -1,138	-11%	-$56.6K	0.02%	526
2025 Q2	$453K	Sell	10,118 -161	-2%	-$6.34K	0.02%	523
2025 Q1	$421K	Sell	10,279 -503	-5%	-$22.4K	0.02%	509
2024 Q4	$472K	Sell	10,782 -308	-3%	-$13.6K	0.02%	483
2024 Q3	$455K	Sell	11,090 -468	-4%	-$18.9K	0.02%	474
2024 Q2	$416K	Buy	11,558 +50	+0.4%	+$1.74K	0.02%	463
2024 Q1	$418K	Sell	11,508 -66	-0.6%	-$2.17K	0.02%	458
2023 Q4	$384K	Buy	11,574 +584	+5%	+$16.1K	0.02%	469
2023 Q3	$295K	Buy	10,990 +2,007	+22%	+$57.4K	0.02%	500
2023 Q2	$234K	Buy	8,983 +590	+7%	+$16.3K	0.01%	570
2023 Q1	$255K	Buy	8,393 +446	+6%	+$17.5K	0.02%	564
2022 Q4	$313K	Sell	7,947 -1,407	-15%	-$54.9K	0.02%	491
2022 Q3	$321K	Buy	9,354 +2,236	+31%	+$82.7K	0.03%	482
2022 Q2	$254K	Buy	7,118 +2,484	+54%	+$98.1K	0.02%	544
2022 Q1	$210K	Buy	4,634 +226	+5%	+$11.6K	0.01%	658
2021 Q4	$208K	Buy	+4,408	New	+$212K	0.02%	554