MAI Capital Management’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	$884K	Buy	14,736 +5,739	+64%	+$353K	0.01%	817
2025 Q4	$525K	Sell	8,997 -558	-6%	-$30K	﹤0.01%	943
2025 Q3	$508K	Buy	9,555 +3,992	+72%	+$199K	﹤0.01%	907
2025 Q2	$249K	Buy	5,563 +510	+10%	+$20.1K	﹤0.01%	1086
2025 Q1	$207K	Sell	5,053 -1,154	-19%	-$51.5K	﹤0.01%	1104
2024 Q4	$272K	Buy	6,207 +685	+12%	+$30.3K	﹤0.01%	1025
2024 Q3	$227K	Sell	5,522 -426	-7%	-$17.2K	﹤0.01%	970
2024 Q2	$214K	Buy	+5,948	New	+$207K	﹤0.01%	1124
2018 Q4	–	Sell	-12,662	Closed	-$488K	–	455
2018 Q3	$488K	Sell	12,662 -1,196	-9%	-$48.2K	0.03%	297
2018 Q2	$539K	Sell	13,858 -398	-3%	-$16.6K	0.03%	291
2018 Q1	$598K	Buy	14,256 +226	+2%	+$10.1K	0.03%	275
2017 Q4	$589K	Buy	14,030 +2	+0%	+$78	0.03%	279
2017 Q3	$531K	Buy	14,028 +503	+4%	+$17.6K	0.03%	270
2017 Q2	$483K	Sell	13,525 -194	-1%	-$6.88K	0.03%	279
2017 Q1	$474K	Buy	13,719 +2,527	+23%	+$92.2K	0.03%	269
2016 Q4	$399K	Buy	+11,192	New	+$339K	0.03%	288