Johnson Financial Group Inc (Wisconsin)’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	$112K	Sell	1,873 -474	-20%	-$29.1K	﹤0.01%	389
2025 Q4	$137K	Buy	2,347 +363	+18%	+$19.5K	0.01%	381
2025 Q3	$105K	Buy	+1,984	New	+$98.8K	﹤0.01%	444
2025 Q1	–	Sell	-77	Closed	-$3.67K	–	873
2024 Q4	$3.67K	Sell	77 -26	-25%	-$1.15K	﹤0.01%	758
2024 Q3	$4.23K	Buy	103 +56	+119%	+$2.26K	﹤0.01%	813
2024 Q2	$1.69K	Sell	47 -11	-19%	-$384	﹤0.01%	679
2024 Q1	$2.1K	Sell	58 -2,000	-97%	-$65.6K	﹤0.01%	632
2023 Q4	$68.2K	Sell	2,058 -12	-0.6%	-$330	﹤0.01%	420
2023 Q3	$55.5K	Sell	2,070 -276	-12%	-$7.89K	﹤0.01%	390
2023 Q2	$61.2K	Buy	2,346 +333	+17%	+$9.18K	﹤0.01%	383
2023 Q1	$61.1K	Buy	2,013 +1,592	+378%	+$62.4K	﹤0.01%	384
2022 Q4	$16.6K	Sell	421 -301	-42%	-$11.8K	﹤0.01%	455
2022 Q3	$25K	Sell	722 -678	-48%	-$25.1K	﹤0.01%	416
2022 Q2	$50K	Hold	1,400	–	–	﹤0.01%	390
2022 Q1	$63K	Sell	1,400 -399	-22%	-$20.5K	﹤0.01%	410
2021 Q4	$85K	Buy	1,799 +799	+80%	+$38.5K	0.01%	382
2021 Q3	$47K	Sell	1,000 -98	-9%	-$4.3K	﹤0.01%	411
2021 Q2	$50K	Buy	1,098 +1,000	+1,020%	+$47.2K	﹤0.01%	413
2021 Q1	$4K	Buy	+98	New	+$4.08K	﹤0.01%	583