CPL
CFG icon

Capital & Planning LLC’s Citizens Financial Group CFG Stock Holding History

Capital & Planning LLC’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-80
Closed -$3.5K – 58
2024
Q4 		$3.5K Buy
+80
New +$3.5K ﹤0.01% 137