Valley National Advisers’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	$36K	Sell	608 -3	-0.5%	-$184	﹤0.01%	430
2025 Q4	$35K	Buy	611 +3	+0.5%	+$161	﹤0.01%	436
2025 Q3	$32K	Hold	608	–	–	0.01%	427
2025 Q2	$27K	Buy	608 +3	+0.5%	+$118	﹤0.01%	448
2025 Q1	$24K	Hold	605	–	–	﹤0.01%	461
2024 Q4	$26K	Hold	605	–	–	﹤0.01%	428
2024 Q3	$24K	Sell	605 -90	-13%	-$3.64K	﹤0.01%	426
2024 Q2	$25K	Sell	695 -40	-5%	-$1.4K	﹤0.01%	481
2024 Q1	$26K	Buy	735 +65	+10%	+$2.13K	﹤0.01%	488
2023 Q4	$22K	Buy	670 +70	+12%	+$1.93K	﹤0.01%	522
2023 Q3	$16K	Sell	600 -11	-2%	-$315	﹤0.01%	530
2023 Q2	$16K	Hold	611	–	–	﹤0.01%	533
2023 Q1	$17K	Buy	611 +600	+5,455%	+$23.5K	﹤0.01%	520
2022 Q4	$0	Hold	11	–	–	﹤0.01%	860
2022 Q3	$0	Buy	+11	New	+$407	﹤0.01%	921