Cornerstone Planning Group’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.8K	Buy	340 +94	+38%	+$5.78K	﹤0.01%	637
2025 Q4	$15.5K	Buy	246 +6	+3%	+$322	﹤0.01%	658
2025 Q3	$12.1K	Buy	240 +125	+109%	+$6.22K	﹤0.01%	724
2025 Q2	$5.44K	Sell	115 -121	-51%	-$4.76K	﹤0.01%	701
2025 Q1	$8.61K	Buy	236 +133	+129%	+$5.93K	﹤0.01%	614
2024 Q4	$4.9K	Sell	103 -7	-6%	-$310	﹤0.01%	585
2024 Q3	$4.65K	Buy	110 +14	+15%	+$566	﹤0.01%	582
2024 Q2	$3.68K	Sell	96 -5	-5%	-$174	﹤0.01%	637
2024 Q1	$3.58K	Buy	101 +14	+16%	+$459	﹤0.01%	573
2023 Q4	$2.88K	Hold	87	–	–	﹤0.01%	583
2023 Q3	$2.33K	Sell	87 -180	-67%	-$5.15K	﹤0.01%	624
2023 Q2	$6.96K	Buy	+267	New	+$7.36K	﹤0.01%	779