Capital Performance 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	-6,304	Closed	-$258K	–	280
2025 Q1	$258K	Buy	6,304 +211	+3%	+$8.65K	0.06%	184
2024 Q4	$267K	Buy	6,093 +1,418	+30%	+$62.1K	0.09%	106
2024 Q3	$192K	Buy	+4,675	New	+$192K	0.06%	113