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Essential Planning’s Citizens Financial Group CFG Stock Holding History

Essential Planning’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,000
Closed -$574K – 108
2024
Q4 		$574K Buy
+13,000
New +$574K ﹤0.01% 261