Transamerica Financial 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	$24.5K	Buy	409 +397	+3,308%	+$24.4K	﹤0.01%	767
2025 Q4	$707	Sell	12 -13	-52%	-$698	﹤0.01%	1294
2025 Q3	$1.3K	Buy	25 +20	+400%	+$996	﹤0.01%	1131
2025 Q2	$198	Hold	5	–	–	﹤0.01%	493
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	438
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	430
2024 Q3	$1K	Sell	5 -24	-83%	-$970	﹤0.01%	436
2024 Q2	$2K	Hold	29	–	–	﹤0.01%	372
2024 Q1	$2K	Sell	29 -2	-6%	-$66	﹤0.01%	407
2023 Q4	$2K	Hold	31	–	–	﹤0.01%	354
2023 Q3	$1K	Sell	31 -19	-38%	-$543	﹤0.01%	433
2023 Q2	$2K	Sell	50 -22,032	-100%	-$607K	﹤0.01%	358
2023 Q1	$671K	Buy	22,082 +11,630	+111%	+$455K	0.09%	154
2022 Q4	$412K	Sell	10,452 -209	-2%	-$8.16K	0.06%	178
2022 Q3	$367K	Buy	+10,661	New	+$394K	0.05%	180
2016 Q3	–	Sell	-1	Closed	-$1K	–	422
2016 Q2	$1K	Buy	+1	New	+$22	﹤0.01%	304