Personal CFO Solutions’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	$276K	Sell	4,605 -87	-2%	-$5.35K	0.04%	407
2025 Q4	$274K	Buy	4,692 +92	+2%	+$4.94K	0.04%	401
2025 Q3	$245K	Buy	4,600 +12	+0.3%	+$597	0.04%	426
2025 Q2	$205K	Buy	+4,588	New	+$181K	0.04%	463
2025 Q1	–	Sell	-5,215	Closed	-$228K	–	455
2024 Q4	$228K	Buy	5,215 +60	+1%	+$2.65K	0.04%	406
2024 Q3	$212K	Buy	+5,155	New	+$208K	0.03%	524
2022 Q3	–	Sell	-8,982	Closed	-$321K	–	425
2022 Q2	$321K	Buy	8,982 +1,463	+19%	+$57.8K	0.08%	248
2022 Q1	$341K	Buy	7,519 +64	+0.9%	+$3.29K	0.07%	286
2021 Q4	$352K	Buy	7,455 +138	+2%	+$6.65K	0.07%	277
2021 Q3	$344K	Buy	7,317 +418	+6%	+$18.4K	0.07%	256
2021 Q2	$316K	Buy	6,899 +2,022	+41%	+$95.4K	0.06%	275
2021 Q1	$215K	Buy	+4,877	New	+$203K	0.05%	371