GPS Wealth Strategies Group’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-570	Closed	-$30.3K	–	710
2025 Q3	$30.3K	Hold	570	–	–	﹤0.01%	790
2025 Q2	$25.5K	Buy	570 +19	+3%	+$748	﹤0.01%	796
2025 Q1	$22.6K	Buy	551 +1	+0.2%	+$45	﹤0.01%	803
2024 Q4	$24.1K	Hold	550	–	–	﹤0.01%	754
2024 Q3	$22.6K	Hold	550	–	–	﹤0.01%	777
2024 Q2	$19.8K	Hold	550	–	–	﹤0.01%	765
2024 Q1	$20K	Hold	550	–	–	﹤0.01%	721
2023 Q4	$18.2K	Hold	550	–	–	﹤0.01%	712
2023 Q3	$14.7K	Hold	550	–	–	﹤0.01%	763
2023 Q2	$14.3K	Hold	550	–	–	﹤0.01%	765
2023 Q1	$16.7K	Buy	+550	New	+$21.5K	﹤0.01%	728
2022 Q4	–	Sell	-550	Closed	-$19K	–	268
2022 Q3	$19K	Hold	550	–	–	﹤0.01%	625
2022 Q2	$20K	Hold	550	–	–	0.01%	618
2022 Q1	$25K	Hold	550	–	–	0.01%	549
2021 Q4	$26K	Hold	550	–	–	0.01%	530
2021 Q3	$26K	Hold	550	–	–	0.01%	520
2021 Q2	$25K	Hold	550	–	–	0.01%	541
2021 Q1	$24K	Buy	+550	New	+$22.9K	0.01%	513