Lynx Investment Advisory’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	$401K	Buy	8,961 +243	+3%	+$10.9K	0.26%	85
2025 Q1	$357K	Sell	8,718 -903	-9%	-$37K	0.24%	88
2024 Q4	$421K	Sell	9,621 -19	-0.2%	-$831	0.29%	81
2024 Q3	$396K	Buy	9,640 +90	+0.9%	+$3.7K	0.29%	80
2024 Q2	$344K	Buy	+9,550	New	+$344K	0.25%	84