J. Safra Sarasin Holding’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$634K	Sell	14,168 -14,158	-50%	-$634K	0.01%	339
2025 Q1	$1.16M	Buy	28,326 +3,767	+15%	+$154K	0.02%	294
2024 Q4	$1.07M	Sell	24,559 -20,006	-45%	-$875K	0.02%	304
2024 Q3	$1.83M	Sell	44,565 -1,396	-3%	-$57.3K	0.03%	224
2024 Q2	$1.66M	Buy	+45,961	New	+$1.66M	0.03%	245