Mount Yale Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$44.7K Buy
2018
Q4
Sell
2018
Q3
$78K Buy
2018
Q2
$78K Sell
2018
Q1
$86K Buy