Summit Trail Advisors’s Citizens Financial Group CFG Stock Holding History

Summit Trail Advisors’s Portfolio CFG Stock Details CFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.41M	Buy
2025 Q2	$1.2M	Buy
2024 Q4	–	Sell
2024 Q3	$310K	Sell
2024 Q2	$724K	Buy
2018 Q1	–	Sell
2017 Q4	$82K	Buy