Pinnacle Associates’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	$1.45M	Buy	24,126 +80	+0.3%	+$4.92K	0.02%	455
2025 Q4	$1.4M	Buy	24,046 +4,421	+23%	+$238K	0.02%	461
2025 Q3	$1.04M	Sell	19,625 -110	-0.6%	-$5.47K	0.01%	502
2025 Q2	$883K	Buy	19,735 +8,693	+79%	+$342K	0.01%	532
2025 Q1	$452K	Sell	11,042 -1,089	-9%	-$48.6K	0.01%	628
2024 Q4	$531K	Buy	12,131 +3,517	+41%	+$156K	0.01%	593
2024 Q3	$285K	Sell	8,614 -3,233	-27%	-$131K	﹤0.01%	686
2024 Q2	$427K	Buy	11,847 +3,087	+35%	+$108K	0.01%	615
2024 Q1	$318K	Buy	8,760 +146	+2%	+$4.79K	0.01%	686
2023 Q4	$285K	Sell	8,614 -340	-4%	-$9.36K	﹤0.01%	696
2023 Q3	$240K	Buy	8,954 +321	+4%	+$9.18K	﹤0.01%	718
2023 Q2	$225K	Buy	8,633 +241	+3%	+$6.64K	﹤0.01%	746
2023 Q1	$255K	Buy	8,392 +1,268	+18%	+$49.7K	0.01%	665
2022 Q4	$280K	Sell	7,124 -25	-0.3%	-$976	0.01%	628
2022 Q3	$246K	Buy	7,149 +1,128	+19%	+$41.7K	0.01%	647
2022 Q2	$215K	Buy	6,021 +877	+17%	+$34.6K	﹤0.01%	690
2022 Q1	$233K	Hold	5,144	–	–	﹤0.01%	726
2021 Q4	$243K	Buy	5,144 +94	+2%	+$4.53K	﹤0.01%	717
2021 Q3	$237K	Hold	5,050	–	–	﹤0.01%	695
2021 Q2	$232K	Hold	5,050	–	–	﹤0.01%	699
2021 Q1	$223K	Buy	+5,050	New	+$210K	﹤0.01%	681