IFG 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	$72K	Sell	1,200 -6,691	-85%	-$411K	0.21%	108
2025 Q4	$461K	Sell	7,891 -484	-6%	-$26K	0.02%	526
2025 Q3	$445K	Sell	8,375 -1,175	-12%	-$58.5K	0.02%	519
2025 Q2	$427K	Buy	9,550 +1,529	+19%	+$60.2K	0.02%	501
2025 Q1	$329K	Buy	8,021 +26	+0.3%	+$1.16K	0.02%	536
2024 Q4	$350K	Buy	+7,995	New	+$354K	0.02%	500
2024 Q3	–	Sell	-10,487	Closed	-$378K	–	418
2024 Q2	$378K	Buy	+10,487	New	+$366K	0.02%	455
2024 Q1	–	Sell	-10,662	Closed	-$353K	–	402
2023 Q4	$353K	Buy	10,662 +699	+7%	+$19.2K	0.03%	441
2023 Q3	$267K	Sell	9,963 -291	-3%	-$8.32K	0.02%	461
2023 Q2	$267K	Buy	10,254 +919	+10%	+$25.3K	0.02%	299
2023 Q1	$284K	Buy	9,335 +2,504	+37%	+$98.1K	0.03%	418
2022 Q4	$268K	Buy	+6,831	New	+$267K	0.03%	416
2022 Q3	–	Sell	-6,820	Closed	-$242K	–	519
2022 Q2	$242K	Buy	+6,820	New	+$269K	0.03%	412