LifeWealth Investments’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	$461K	Sell	10,299 -2,846	-22%	-$127K	0.15%	120
2025 Q1	$539K	Buy	13,145 +4,527	+53%	+$185K	0.22%	87
2024 Q4	$377K	Buy	+8,618	New	+$377K	0.25%	84