Great Lakes Retirement’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-762	Closed	-$27.5K	–	273
2024 Q2	$27.5K	Buy	+762	New	+$27.5K	﹤0.01%	380
2020 Q1	$193K	Buy	10,433 +2,268	+28%	+$42K	0.09%	140
2019 Q4	$338K	Buy	+8,165	New	+$338K	0.1%	156