LifePro Asset Management’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$792K Sell
19,280
-829
-4% -$34K 0.48% 59
2024
Q2
$725K Sell
20,109
-12,174
-38% -$439K 0.52% 48
2024
Q1
$1.17M Sell
32,283
-88,430
-73% -$3.21M 0.77% 41
2023
Q4
$4M Buy
+120,713
New +$4M 3.1% 7