Elevated Capital Advisors’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	$820K	Hold	20,019	–	–	0.23%	129
2025 Q1	$820K	Sell	20,019 -15	-0.1%	-$615	0.23%	129
2024 Q4	$877K	Buy	20,034 +2,181	+12%	+$95.4K	0.24%	121
2024 Q3	$733K	Sell	17,853 -1,116	-6%	-$45.8K	0.19%	159
2024 Q2	$683K	Buy	+18,969	New	+$683K	0.19%	146