Cape Investment Advisory’s Citizens Financial Group CFG Stock Holding History

Cape Investment Advisory’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
2026 Q1	–	Sell
2025 Q4	$15.2K	Buy
2025 Q3	–	Sell
2025 Q2	$716	Sell
2025 Q1	$737	Hold
2024 Q4	$788	Buy