LCM
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Logan Capital Management’s Citizens Financial Group CFG Stock Holding History

Logan Capital Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-145
Closed -$7.72K – 295
2025
Q3 		$7.72K Buy
145
+1
+0.7% +$50 ﹤0.01% 359
2025
Q2 		$6.44K Buy
144
+1
+0.7% +$39 ﹤0.01% 360
2025
Q1 		$5.84K Buy
143
+2
+1% +$89 ﹤0.01% 450
2024
Q4 		$6.18K Buy
+141
New +$6.24K ﹤0.01% 419
2022
Q1 		– Sell
-327
Closed -$15K – 533
2021
Q4 		$15K Hold
327
– – ﹤0.01% 433
2021
Q3 		$15K Hold
327
– – ﹤0.01% 438
2021
Q2 		$15K Buy
+327
New +$15.4K ﹤0.01% 434

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