Cherry Tree Wealth Management’s Citizens Financial Group CFG Stock Holding History

Cherry Tree 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 Q2	$784	Sell
2025 Q1	$8.09K	Hold
2024 Q4	$8.64K	Hold
2024 Q3	$8.11K	Hold
2024 Q2	$7.12K	Buy
2024 Q1	$636	Hold
2023 Q4	$580	Hold
2023 Q3	$469	Hold
2023 Q2	$457	Buy