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

Kingswood 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 Q3	$328K	Sell
2025 Q2	$286K	Sell
2025 Q1	$259K	Sell
2024 Q4	$570K	Buy
2024 Q3	–	Sell
2024 Q2	$499K	Sell
2024 Q1	$523K	Buy
2023 Q4	$434K	Buy
2023 Q3	$318K	Buy