CBIZ Investment Advisory Services’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	$13.3K	Sell	298 -177	-37%	-$7.92K	﹤0.01%	312
2025 Q1	$19.5K	Buy	475 +158	+50%	+$6.47K	﹤0.01%	238
2024 Q4	$13.9K	Buy	317 +53	+20%	+$2.32K	﹤0.01%	255
2024 Q3	$10.8K	Hold	264	–	–	﹤0.01%	258
2024 Q2	$9.51K	Buy	+264	New	+$9.51K	﹤0.01%	256