LRI 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
$140K Sell
3,123
-169
-5% -$7.56K 0.01% 359
2025
Q1
$135K Buy
3,292
+62
+2% +$2.54K 0.01% 342
2024
Q4
$141K Sell
3,230
-377
-10% -$16.5K 0.01% 351
2024
Q3
$168K Sell
3,607
-253
-7% -$11.8K 0.02% 314
2024
Q2
$139K Buy
+3,860
New +$139K 0.02% 325