Savant Capital’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	$1.06M	Buy	17,712 +3,657	+26%	+$225K	0.01%	611
2025 Q4	$821K	Buy	14,055 +2,329	+20%	+$125K	﹤0.01%	646
2025 Q3	$623K	Sell	11,726 -3,623	-24%	-$180K	﹤0.01%	719
2025 Q2	$687K	Sell	15,349 -2,170	-12%	-$85.4K	﹤0.01%	635
2025 Q1	$718K	Sell	17,519 -64,306	-79%	-$2.87M	0.01%	573
2024 Q4	$3.58M	Buy	81,825 +2,373	+3%	+$105K	0.03%	293
2024 Q3	$3.26M	Buy	79,452 +2,204	+3%	+$89.1K	0.03%	305
2024 Q2	$2.78M	Buy	77,248 +42,744	+124%	+$1.49M	0.03%	298
2024 Q1	$1.25M	Buy	34,504 +22,397	+185%	+$735K	0.01%	484
2023 Q4	$401K	Buy	+12,107	New	+$333K	0.01%	625
2023 Q1	–	Sell	-5,927	Closed	-$233K	–	728
2022 Q4	$233K	Buy	+5,927	New	+$231K	0.01%	523
2022 Q3	–	Sell	-5,852	Closed	-$209K	–	555
2022 Q2	$209K	Buy	5,852 +475	+9%	+$18.8K	0.01%	520
2022 Q1	$244K	Buy	5,377 +358	+7%	+$18.4K	0.01%	501
2021 Q4	$237K	Buy	5,019 +551	+12%	+$26.5K	0.01%	498
2021 Q3	$210K	Sell	4,468 -521	-10%	-$22.9K	0.01%	494
2021 Q2	$229K	Buy	4,989 +60	+1%	+$2.83K	0.01%	452
2021 Q1	$218K	Buy	+4,929	New	+$205K	0.01%	430