Mount Yale Investment 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	$44.7K	Buy	+998	New	+$44.7K	﹤0.01%	846
2018 Q4	–	Sell	-2,035	Closed	-$78K	–	392
2018 Q3	$78K	Buy	2,035 +23	+1%	+$882	0.01%	516
2018 Q2	$78K	Sell	2,012 -48	-2%	-$1.86K	0.01%	533
2018 Q1	$86K	Buy	+2,060	New	+$86K	0.02%	497