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Everhart Financial Group’s Citizens Financial Group CFG Stock Holding History

Everhart Financial Group’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
Q2 		$445K Sell
9,948
-2,907
-23% -$130K 0.05% 242
2025
Q1 		$527K Buy
12,855
+2,641
+26% +$108K 0.07% 196
2024
Q4 		$447K Buy
+10,214
New +$447K 0.09% 203