Mowery & Schoenfeld Wealth Management’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	$3.07K	Hold	69	–	–	﹤0.01%	309
2025 Q1	$2.81K	Sell	69 -9	-12%	-$367	0.01%	371
2024 Q4	$3.41K	Buy	+78	New	+$3.41K	0.01%	345