Accurate Wealth Management’s Citizens Financial Group CFG Stock Holding History

Accurate Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$371K	Buy
2025 Q2	$295K	Buy
2025 Q1	$213K	Buy
2024 Q4	$236K	Buy
2024 Q3	$225K	Sell
2024 Q2	$208K	Buy
2023 Q1	–	Sell
2022 Q4	$83.2K	Buy