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Legacy Wealth Management (Idaho)’s Citizens Financial Group CFG Stock Holding History

Legacy Wealth Management (Idaho)’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 		$52.2K Hold
1,167
– – 0.03% 153
2025
Q1 		$47.8K Hold
1,167
– – 0.03% 140
2024
Q4 		$55.9K Hold
1,167
– – 0.04% 114
2024
Q3 		$54.2K Buy
+1,167
New +$54.2K 0.03% 113