Simon Quick Advisors’s Citizens Financial Group CFG Stock Holding History

Simon Quick Advisors’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$367K	Buy
2024 Q4	$224K	Buy
2020 Q1	–	Sell
2019 Q4	$11K	Buy
2018 Q1	–	Sell
2017 Q4	$51K	Buy