HM Payson & Co’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	$2.28K	Hold	38	–	–	﹤0.01%	1030
2025 Q4	$2.22K	Hold	38	–	–	﹤0.01%	1048
2025 Q3	$2.02K	Hold	38	–	–	﹤0.01%	1009
2025 Q2	$1.7K	Hold	38	–	–	﹤0.01%	935
2025 Q1	$1.56K	Hold	38	–	–	﹤0.01%	975
2024 Q4	$1.66K	Sell	38 -25	-40%	-$1.1K	﹤0.01%	972
2024 Q3	$2.59K	Buy	+63	New	+$2.55K	﹤0.01%	950
2023 Q1	–	Sell	-40	Closed	-$1.57K	–	1025
2022 Q4	$1.57K	Hold	40	–	–	﹤0.01%	865
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	939
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	985
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	965
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	1005
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	989
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	983
2021 Q1	$2K	Buy	+40	New	+$1.67K	﹤0.01%	1031
2020 Q4	–	Sell	-192	Closed	-$5K	–	1096
2020 Q3	$5K	Hold	192	–	–	﹤0.01%	887
2020 Q2	$5K	Hold	192	–	–	﹤0.01%	795
2020 Q1	$4K	Sell	192 -1,283	-87%	-$41.9K	﹤0.01%	819
2019 Q4	$60K	Hold	1,475	–	–	﹤0.01%	552
2019 Q3	$52K	Buy	1,475 +100	+7%	+$3.49K	﹤0.01%	593
2019 Q2	$49K	Buy	+1,375	New	+$47.9K	﹤0.01%	605