Lido Advisors’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	$863K	Sell	14,388 -271	-2%	-$16.7K	﹤0.01%	1034
2025 Q4	$792K	Buy	14,659 +1,297	+10%	+$69.7K	﹤0.01%	1109
2025 Q3	$710K	Buy	13,362 +2,621	+24%	+$130K	﹤0.01%	1091
2025 Q2	$481K	Sell	10,741 -4,149	-28%	-$163K	﹤0.01%	1121
2025 Q1	$610K	Sell	14,890 -137	-0.9%	-$6.11K	﹤0.01%	955
2024 Q4	$658K	Buy	15,027 +1,418	+10%	+$62.7K	﹤0.01%	917
2024 Q3	$559K	Buy	13,609 +4,054	+42%	+$164K	﹤0.01%	919
2024 Q2	$344K	Buy	9,555 +2,290	+32%	+$79.9K	﹤0.01%	1053
2024 Q1	$264K	Sell	7,265 -50	-0.7%	-$1.64K	﹤0.01%	1148
2023 Q4	$242K	Buy	+7,315	New	+$201K	﹤0.01%	1128
2023 Q2	–	Sell	-7,583	Closed	-$230K	–	1235
2023 Q1	$230K	Sell	7,583 -3,204	-30%	-$125K	﹤0.01%	960
2022 Q4	$425K	Buy	10,787 +2,784	+35%	+$109K	0.01%	658
2022 Q3	$275K	Buy	8,003 +369	+5%	+$13.7K	0.01%	784
2022 Q2	$272K	Sell	7,634 -743	-9%	-$29.3K	0.01%	782
2022 Q1	$379K	Buy	8,377 +83	+1%	+$4.27K	0.01%	720
2021 Q4	$391K	Buy	8,294 +454	+6%	+$21.9K	0.01%	701
2021 Q3	$368K	Sell	7,840 -2,144	-21%	-$94.1K	0.01%	687
2021 Q2	$458K	Buy	+9,984	New	+$471K	0.01%	573