Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Citizens Financial Group CFG Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		$618K Buy
2025
Q2 		$464K Sell
2025
Q1 		$480K Sell
2024
Q4 		$742K Buy
2024
Q3 		$597K Buy
2024
Q2 		$452K Sell
2024
Q1 		$820K Buy
2023
Q4 		$707K Buy
2023
Q3 		$561K Buy