Prospera Financial 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	$299K	Buy	4,984 +1,324	+36%	+$81.4K	﹤0.01%	1203
2025 Q4	$214K	Sell	3,660 -1,191	-25%	-$64K	﹤0.01%	1270
2025 Q3	$258K	Buy	+4,851	New	+$241K	﹤0.01%	1202
2025 Q1	–	Sell	-5,482	Closed	-$240K	–	1177
2024 Q4	$240K	Sell	5,482 -32	-0.6%	-$1.42K	0.01%	1012
2024 Q3	$227K	Buy	+5,514	New	+$223K	0.01%	1032
2024 Q2	–	Sell	-5,514	Closed	-$200K	–	1139
2024 Q1	$200K	Buy	+5,514	New	+$181K	0.01%	1042
2022 Q3	–	Sell	-546	Closed	-$20K	–	955
2022 Q2	$20K	Sell	546 -2,493	-82%	-$98.4K	﹤0.01%	1209
2022 Q1	$138K	Buy	+3,039	New	+$156K	0.01%	1004
2021 Q4	–	Sell	-9,367	Closed	-$440K	–	870
2021 Q3	$440K	Sell	9,367 -55	-0.6%	-$2.42K	0.02%	565
2021 Q2	$432K	Buy	9,422 +273	+3%	+$12.9K	0.02%	567
2021 Q1	$404K	Sell	9,149 -380	-4%	-$15.8K	0.02%	546
2020 Q4	$341K	Buy	9,529 +7,095	+291%	+$223K	0.02%	499
2020 Q3	$62K	Buy	+2,434	New	+$61.7K	0.02%	547
2019 Q4	–	Sell	-10,951	Closed	-$387K	–	601
2019 Q3	$387K	Buy	+10,951	New	+$382K	0.04%	373