Chicago Partners Investment Group’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	$467K	Buy	+9,353	New	+$467K	0.01%	631
2025 Q1	–	Sell	-10,545	Closed	-$472K	–	943
2024 Q4	$472K	Buy	10,545 +3,911	+59%	+$175K	0.02%	521
2024 Q3	$275K	Buy	+6,634	New	+$275K	0.01%	646