Peak Financial 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
2022 Q1	–	Sell	-13,361	Closed	-$631K	–	85
2021 Q4	$631K	Buy	13,361 +3,965	+42%	+$187K	0.49%	42
2021 Q3	$441K	Buy	9,396 +2,667	+40%	+$125K	0.39%	44
2021 Q2	$309K	Buy	6,729 +1,047	+18%	+$48.1K	0.27%	63
2021 Q1	$251K	Buy	+5,682	New	+$251K	0.21%	62