Perigon Wealth Management’s Citizens Financial Group CFG Stock Holding History

Perigon Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$344K	Buy
2023 Q1	–	Sell
2022 Q4	$270K	Buy
2021 Q1	–	Sell
2020 Q4	$40K	Buy
2018 Q2	–	Sell
2018 Q1	$0	Buy