SOA Wealth 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
2026 Q1	$72	Hold	1	–	–	﹤0.01%	843
2025 Q4	$70	Hold	1	–	–	﹤0.01%	843
2025 Q3	$63	Hold	1	–	–	﹤0.01%	870
2025 Q2	$53	Hold	1	–	–	﹤0.01%	859
2025 Q1	$48	Hold	1	–	–	﹤0.01%	866
2024 Q4	$51	Hold	1	–	–	﹤0.01%	861
2024 Q3	$47	Hold	1	–	–	﹤0.01%	826
2024 Q2	$41	Hold	1	–	–	﹤0.01%	840
2024 Q1	$41	Hold	1	–	–	﹤0.01%	897
2023 Q4	$37	Hold	1	–	–	﹤0.01%	897
2023 Q3	$29	Hold	1	–	–	﹤0.01%	929
2023 Q2	$28	Hold	1	–	–	﹤0.01%	927
2023 Q1	$32	Hold	1	–	–	﹤0.01%	955
2022 Q4	$41	Hold	1	–	–	﹤0.01%	959
2022 Q3	$0	Hold	1	–	–	﹤0.01%	842
2022 Q2	$0	Sell	1 -33	-97%	-$1.3K	﹤0.01%	834
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	841
2021 Q4	$1K	Hold	34	–	–	﹤0.01%	811
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	827
2021 Q2	$1K	Sell	34 -3	-8%	-$142	﹤0.01%	809
2021 Q1	$1K	Buy	37 +8	+28%	+$333	﹤0.01%	754
2020 Q4	$1K	Buy	+29	New	+$910	﹤0.01%	727