Verdence Capital Advisors’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,048	Closed	-$494K	–	673
2025 Q1	$494K	Sell	12,048 -4,411	-27%	-$181K	0.04%	392
2024 Q4	$720K	Buy	16,459 +3,319	+25%	+$145K	0.06%	301
2024 Q3	$540K	Buy	13,140 +2,280	+21%	+$93.6K	0.04%	355
2024 Q2	$391K	Buy	+10,860	New	+$391K	0.03%	392