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GeoWealth Management’s Citizens Financial Group CFG Stock Holding History

GeoWealth Management’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 		$90.4K Sell
2,019
-61
-3% -$2.73K ﹤0.01% 835
2025
Q1 		$85.2K Sell
2,080
-578
-22% -$23.7K ﹤0.01% 818
2024
Q4 		$116K Sell
2,658
-668
-20% -$29.2K ﹤0.01% 924
2024
Q3 		$137K Buy
+3,326
New +$137K ﹤0.01% 821