Morningstar Investment Management’s Citizens Financial Group CFG Stock Holding History

Morningstar Investment Management’s Portfolio CFG Stock Details CFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$348K	Buy
2025 Q1	–	Sell
2024 Q4	$338K	Sell
2024 Q3	$1.36M	Sell
2024 Q2	$1.96M	Sell
2024 Q1	$2.24M	Sell
2023 Q4	$2.11M	Buy