HUB Investment Partners’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	$394K	Buy	6,568 +996	+18%	+$61.2K	0.01%	677
2025 Q4	$325K	Buy	+5,572	New	+$299K	0.01%	645
2023 Q1	–	Sell	-60,563	Closed	-$2.38M	–	231
2022 Q4	$2.38M	Buy	60,563 +3,544	+6%	+$138K	0.93%	42
2022 Q3	$1.96M	Buy	57,019 +2,922	+5%	+$108K	0.59%	51
2022 Q2	$1.93M	Buy	54,097 +6,109	+13%	+$241K	0.6%	54
2022 Q1	$2.17M	Buy	47,988 +150	+0.3%	+$7.71K	0.59%	53
2021 Q4	$2.26M	Sell	47,838 -1,617	-3%	-$77.9K	0.53%	51
2021 Q3	$2.32M	Buy	49,455 +2,957	+6%	+$130K	0.61%	45
2021 Q2	$2.13M	Buy	46,498 +8,241	+22%	+$389K	0.58%	51
2021 Q1	$1.69M	Buy	+38,257	New	+$1.59M	0.5%	57