HB Wealth 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	$2.28M	Buy	37,947 +8,030	+27%	+$494K	0.01%	407
2025 Q4	$1.75M	Buy	29,917 +6,034	+25%	+$324K	0.01%	437
2025 Q3	$1.27M	Buy	23,883 +4,275	+22%	+$213K	0.01%	546
2025 Q2	$877K	Sell	19,608 -1,737	-8%	-$68.4K	0.01%	573
2025 Q1	$875K	Buy	21,345 +5,037	+31%	+$225K	0.01%	578
2024 Q4	$714K	Buy	16,308 +1,110	+7%	+$49.1K	0.01%	504
2024 Q3	$624K	Buy	15,198 +2,490	+20%	+$101K	0.01%	513
2024 Q2	$458K	Buy	12,708 +1,568	+14%	+$54.7K	0.01%	568
2024 Q1	$404K	Buy	11,140 +2,529	+29%	+$83K	0.01%	561
2023 Q4	$285K	Sell	8,611 -190	-2%	-$5.23K	﹤0.01%	631
2023 Q3	$236K	Buy	+8,801	New	+$252K	﹤0.01%	652
2023 Q2	–	Sell	-7,098	Closed	-$216K	–	739
2023 Q1	$216K	Buy	+7,098	New	+$278K	﹤0.01%	654