HB Wealth Management’s Citizens Financial Group CFG Stock Holding History

HB Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Buy
2025 Q2	$877K	Sell
2025 Q1	$875K	Buy
2024 Q4	$714K	Buy
2024 Q3	$624K	Buy
2024 Q2	$458K	Buy
2024 Q1	$404K	Buy
2023 Q4	$285K	Sell
2023 Q3	$236K	Buy
2023 Q2	–	Sell
2023 Q1	$216K	Buy