NorthRock Partners’s Citizens Financial Group CFG Stock Holding History

NorthRock Partners’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$570K	Buy
2025 Q2	$309K	Buy
2025 Q1	$237K	Buy
2024 Q4	$235K	Buy
2024 Q3	$213K	Buy
2022 Q3	–	Sell
2022 Q2	$236K	Buy
2020 Q1	–	Sell
2019 Q4	$317K	Sell
2019 Q3	$634K	Buy