Marshall & Sterling Wealth Advisors’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	$9K	Hold	201	–	–	0.01%	349
2025 Q1	$8.24K	Buy	+201	New	+$8.24K	0.01%	356