Kestra Private Wealth Services’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	$484K	Buy	10,821 +1,604	+17%	+$71.8K	0.01%	1049
2025 Q1	$378K	Sell	9,217 -89	-1%	-$3.65K	0.01%	1090
2024 Q4	$407K	Buy	+9,306	New	+$407K	0.01%	1016
2023 Q2	–	Sell	-6,670	Closed	-$203K	–	1096
2023 Q1	$203K	Buy	+6,670	New	+$203K	0.01%	926