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

Cornerstone Planning Group’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	$5.44K	Sell
2025 Q1	$8.61K	Buy
2024 Q4	$4.9K	Sell
2024 Q3	$4.65K	Buy
2024 Q2	$3.68K	Sell
2024 Q1	$3.58K	Buy
2023 Q4	$2.88K	Hold
2023 Q3	$2.33K	Sell
2023 Q2	$6.96K	Buy