IBEX Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

IBEX Wealth Advisors’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 Q2	–	Sell
2025 Q1	$6.61M	Buy
2024 Q4	$7.04M	Buy
2020 Q3	–	Sell
2020 Q2	$484K	Sell
2020 Q1	$370K	Buy
2019 Q4	$791K	Buy
2018 Q4	–	Sell
2018 Q3	$2.69M	Buy
2018 Q2	$2.77M	Hold
2018 Q1	$2.77M	Buy