LWANC
CFG icon

Laurel Wealth Advisors (North Carolina)’s Citizens Financial Group CFG Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200K Buy
8,950
+8,750
+4,375% +$196K ﹤0.01% 429
2025
Q1 		$8.19K Hold
200
– – ﹤0.01% 492
2024
Q4 		$8.75K Hold
200
– – ﹤0.01% 500
2024
Q3 		$8.21K Buy
+200
New +$8.21K ﹤0.01% 473