Summit Securities Group’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	$4.2K	Sell	70 -569	-89%	-$35K	﹤0.01%	835
2025 Q4	$37.3K	Sell	639 -105	-14%	-$5.64K	0.01%	678
2025 Q3	$39.6K	Buy	744 +452	+155%	+$22.5K	0.01%	625
2025 Q2	$13.1K	Buy	+292	New	+$11.5K	﹤0.01%	830
2024 Q4	–	Sell	-6,200	Closed	-$255K	–	684
2024 Q3	$255K	Buy	+6,200	New	+$251K	0.16%	144
2023 Q3	–	Sell	-633	Closed	-$17K	–	631
2023 Q2	$17K	Sell	633 -331	-34%	-$9.12K	0.01%	667
2023 Q1	$29K	Buy	964 +466	+94%	+$18.3K	0.01%	546
2022 Q4	$20K	Buy	498 +497	+49,700%	+$19.4K	﹤0.01%	900
2022 Q3	$0	Sell	1 -1,324	-100%	-$49K	﹤0.01%	959
2022 Q2	$47K	Buy	1,325 +1,051	+384%	+$41.5K	0.02%	559
2022 Q1	$12K	Buy	+274	New	+$14.1K	﹤0.01%	804
2020 Q3	–	Hold	0	–	–	–	401
2020 Q2	–	Hold	0	–	–	–	438
2016 Q2	–	Sell	-9,700	Closed	-$203K	–	258
2016 Q1	$203K	Buy	+9,700	New	+$206K	0.14%	129
2014 Q4	–	Sell	-5,176	Closed	-$121K	–	623
2014 Q3	$121K	Buy	+5,176	New	+$120K	0.04%	277