Meeder Advisory Services’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	$1.55M	Sell	25,779 -424	-2%	-$26.1K	0.06%	209
2025 Q4	$1.53M	Buy	26,203 +3,067	+13%	+$165K	0.07%	199
2025 Q3	$1.23M	Buy	23,136 +3,522	+18%	+$175K	0.06%	226
2025 Q2	$878K	Buy	19,614 +572	+3%	+$22.5K	0.05%	281
2025 Q1	$780K	Buy	19,042 +1,952	+11%	+$87.1K	0.05%	278
2024 Q4	$748K	Buy	17,090 +3,266	+24%	+$144K	0.05%	274
2024 Q3	$568K	Buy	13,824 +1,298	+10%	+$52.5K	0.04%	312
2024 Q2	$451K	Buy	12,526 +3,100	+33%	+$108K	0.03%	340
2024 Q1	$342K	Buy	9,426 +110	+1%	+$3.61K	0.03%	330
2023 Q4	$309K	Buy	9,316 +781	+9%	+$21.5K	0.04%	333
2023 Q3	$229K	Buy	+8,535	New	+$244K	0.03%	367
2023 Q2	–	Sell	-9,445	Closed	-$287K	–	438
2023 Q1	$287K	Sell	9,445 -518	-5%	-$20.3K	0.03%	369
2022 Q4	$392K	Buy	+9,963	New	+$389K	0.05%	301