L.J. Altfest & 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	$2.05M	Sell	34,224 -880	-3%	-$54.1K	0.22%	84
2025 Q4	$2.05M	Buy	35,104 +20,009	+133%	+$1.08M	0.22%	80
2025 Q3	$802K	Buy	15,095 +128	+0.9%	+$6.37K	0.09%	159
2025 Q2	$670K	Sell	14,967 -706	-5%	-$27.8K	0.08%	183
2025 Q1	$642K	Sell	15,673 -181	-1%	-$8.07K	0.08%	175
2024 Q4	$694K	Buy	15,854 +132	+0.8%	+$5.84K	0.09%	160
2024 Q3	$646K	Buy	15,722 +20	+0.1%	+$808	0.09%	180
2024 Q2	$566K	Buy	15,702 +491	+3%	+$17.1K	0.08%	174
2024 Q1	$552K	Sell	15,211 -594	-4%	-$19.5K	0.08%	179
2023 Q4	$524K	Buy	15,805 +3,248	+26%	+$89.4K	0.08%	176
2023 Q3	$337K	Buy	12,557 +110	+0.9%	+$3.15K	0.05%	222
2023 Q2	$325K	Buy	12,447 +236	+2%	+$6.5K	0.05%	228
2023 Q1	$371K	Buy	12,211 +2,504	+26%	+$98.1K	0.06%	200
2022 Q4	$382K	Buy	9,707 +39	+0.4%	+$1.52K	0.06%	181
2022 Q3	$332K	Buy	9,668 +99	+1%	+$3.66K	0.06%	193
2022 Q2	$342K	Buy	+9,569	New	+$378K	0.06%	185
2020 Q4	–	Sell	-39,152	Closed	-$990K	–	267
2020 Q3	$990K	Buy	39,152 +7,904	+25%	+$200K	0.26%	65
2020 Q2	$789K	Buy	+31,248	New	+$709K	0.23%	77