Integrated Wealth Concepts’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Buy	29,524 +21,922	+288%	+$981K	0.01%	788
2025 Q1	$311K	Sell	7,602 -549	-7%	-$22.5K	﹤0.01%	1398
2024 Q4	$357K	Buy	8,151 +3,176	+64%	+$139K	﹤0.01%	1278
2024 Q3	$204K	Buy	+4,975	New	+$204K	﹤0.01%	1550