Elevated Capital Advisors’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
2025
Q3
$928K Sell
2025
Q2
$820K Hold
2025
Q1
$820K Sell
2024
Q4
$877K Buy
2024
Q3
$733K Sell
2024
Q2
$683K Buy