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Congress Wealth Management’s Citizens Financial Group CFG Stock Holding History

Congress Wealth Management’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
Q2 		$866K Buy
19,360
+3,122
+19% +$140K 0.01% 747
2025
Q1 		$673K Buy
+16,238
New +$673K 0.01% 732