Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-16	Closed	-$700	–	816
2024 Q4	$700	Hold	16	–	–	﹤0.01%	834
2024 Q3	$657	Buy	+16	New	+$647	﹤0.01%	803
2022 Q3	–	Sell	-218	Closed	-$8K	–	882
2022 Q2	$8K	Sell	218 -1,544	-88%	-$61K	﹤0.01%	642
2022 Q1	$80K	Buy	1,762 +500	+40%	+$25.7K	0.01%	255
2021 Q4	$60K	Hold	1,262	–	–	0.01%	322
2021 Q3	$59K	Buy	1,262 +856	+211%	+$37.6K	0.01%	354
2021 Q2	$19K	Buy	406 +144	+55%	+$6.8K	﹤0.01%	562
2021 Q1	$12K	Hold	262	–	–	﹤0.01%	619
2020 Q4	$9K	Buy	+262	New	+$8.22K	﹤0.01%	638
2018 Q1	–	Sell	-72	Closed	-$3K	–	956
2017 Q4	$3K	Sell	72 -469	-87%	-$18.3K	﹤0.01%	745
2017 Q3	$20K	Hold	541	–	–	0.01%	460
2017 Q2	$19K	Sell	541 -115	-18%	-$4.08K	0.01%	478
2017 Q1	$23K	Buy	656 +469	+251%	+$17.1K	0.01%	452
2016 Q4	$7K	Sell	187 -68	-27%	-$2.06K	﹤0.01%	643
2016 Q3	$6K	Buy	255 +153	+150%	+$3.52K	﹤0.01%	651
2016 Q2	$2K	Buy	+102	New	+$2.26K	﹤0.01%	786