Sowell 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	$375K	Buy	6,248 +780	+14%	+$47.9K	0.01%	750
2025 Q4	$319K	Buy	5,468 +294	+6%	+$15.8K	0.01%	812
2025 Q3	$275K	Sell	5,174 -140	-3%	-$6.97K	0.01%	842
2025 Q2	$238K	Buy	+5,314	New	+$209K	0.01%	888
2022 Q2	–	Sell	-12,751	Closed	-$495K	–	288
2022 Q1	$495K	Buy	+12,751	New	+$655K	0.09%	135
2021 Q2	–	Sell	-11,659	Closed	-$573K	–	889
2021 Q1	$573K	Sell	11,659 -1,206	-9%	-$50.2K	0.02%	594
2020 Q4	$460K	Buy	12,865 +1,025	+9%	+$32.2K	0.02%	549
2020 Q3	$299K	Buy	11,840 +11,559	+4,114%	+$293K	0.01%	617
2020 Q2	$7K	Sell	281 -484	-63%	-$11K	﹤0.01%	1790
2020 Q1	$14K	Sell	765 -22	-3%	-$718	﹤0.01%	1496
2019 Q4	$32K	Sell	787 -25	-3%	-$936	﹤0.01%	1293
2019 Q3	$29K	Buy	+812	New	+$28.3K	﹤0.01%	1154